NuAxiSemiconductor trade intelligence
Fiberglass shortage persists in 2026, Unimicron increases substrate price
What happened
Unimicron Technology is raising substrate prices amid a persistent T-glass fiberglass shortage. The shortage, driven by surging demand for high-end ABF substrates in AI packaging, is expected to keep supply tight through at least the end of 2026. Bullish: Direct supply constraint and confirmed price increase signal upward pressure on substrate costs.
Impact and signal
High impactImpact score: 88/100
Affected components and suppliers
ABF SubstrateIC Substrate
Unimicron Technology
shortageprice-hikesupply-chain
Source and time
Source: DigiTimes Asia · 2/25/2026 · View original source
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