NuAxiSemiconductor trade intelligence
ABF substrate shortage to last through 2028 as Wah Lee targets next-gen products
What happened
ABF substrate shortage is reported to last through 2028, as Wah Lee targets next-generation products. The source states that demand for AI, high-performance computing (HPC), and semiconductors continued to rise, driving Wah Lee Industrial's 3Q26 profit to record-high levels: gross profit reached NT$2.06 billion (US$62.7 million), up 28.7% year-on-year; earnings per share (EPS) reached NT$3.46; and cumulative EPS for the first three quarters rose to NT$9.4, also a record for the period.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
ABF substrate
Wah Lee Industrial
ABF substrateshortage through 2028Wah Lee Industrial3Q26 record profitAI demandHPC demand
Source and time
Source: DigiTimes Asia · 11/11/2026 · View original source
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