NuAxiSemiconductor trade intelligence
Semco raises ABF substrate prices as AI server demand surges
What happened
Samsung Electro-Mechanics (Semco) has increased prices for its ABF substrates, driven by explosive demand from AI servers and HPC applications. The move reflects a structural supply-demand imbalance and rising raw material costs. Bullish: Direct price increase action signals immediate upward pressure on substrate costs and potential supply constraints for downstream packaging.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
ABF Substrate
Samsung Electro-Mechanics
price-hikeshortageAI-serverHPC
Source and time
Source: DigiTimes Asia · 4/3/2026 · View original source
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