ABF substrate supply gap widens as 2026 capacity fully booked, 2027 deficit forecast at 21-34%
Research from SemiAnalysis shows six major ABF substrate suppliers have fully booked 2026 capacity, with lead times nearly doubling from 6-8 months in early 2025. Market researchers forecast a supply gap of 8-10% in the second half of 2026, widening to 21-34% in 2027. Huafu Securities describes ABF substrates as a "throat material" for AI, essential for connecting high-density chips to PCBs. Chinese companies like Shennan Circuits, Lotus Holding, and Fastprint Technology are developing ABF-related products, with Shennan expected to generate over 600 million yuan in ABF revenue in 2026.
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ABF Substrate Supply Gap Widens as AI Demand Drives Orders, Analysts Say
According to a report from Tencent Stock's e公司, ABF (Ajinomoto Build-up Film) substrates are emerging as a critical material in the AI era, with a significant supply-demand gap. Research from SemiAnalysis indicates that the total capacity of six major ABF substrate suppliers for 2026 is already fully booked, with lead times nearly doubling from about 6-8 months in early 2025. Market researchers forecast a supply gap of 8-10% in the second half of 2026, widening to 21-34% in 2027. Huafu Securities describes ABF substrates as a 'throat material' for AI, essential for connecting high-density chips to PCBs. Several Chinese listed companies are involved, including Shennan Circuits, which is expected to generate over 600 million yuan in ABF-related revenue in 2026, according to SPDB International. Other firms like Lotus Holding and Fastprint Technology are also developing ABF-related products, though some projects are still in early stages. The article notes that ABF concept stocks have seen significant gains, with Huazheng New Materials up nearly 110% since August.
Read sourceABF Substrate Supply Gap Widens; AI Material Stocks Surge as 2027 Deficit Forecast at 21-34%
A Securities Times article reports that ABF (Ajinomoto Build-up Film) substrates, a critical material for AI chip packaging, face a widening supply-demand gap. According to SemiAnalysis, the six major ABF substrate suppliers have fully booked their 2026 capacity, with lead times nearly doubling from 6-8 months in early 2025. Market researchers forecast a supply deficit of 8-10% in the second half of 2026, expanding to 21-34% in 2027. Huafu Securities calls ABF substrates a 'throat material' for the AI era, as they serve as essential bridges between high-density chips and PCBs. The article notes that ABF concept stocks are scarce, with Huazheng New Material rising nearly 110% since August. Meanwhile, Century Digital (920229) hit a 30cm daily limit down on its second day of trading on the Beijing Stock Exchange, after surging 742% on its debut. Other recent IPOs like C-Zhongsu and C-Shengu also showed high volatility. Analysts from Puyin International, Guosheng Securities, and Kaifeng Securities provide outlooks on Shennan Circuits, Lianhua Holdings, and Xingsen Technology, respectively, noting ABF-related revenue growth and capacity ramp-up.
Read sourceABF Substrate Supply Gap Drives Stock Surge; Analyst Calls It Key AI Material
A Chinese financial news article reports that ABF (Ajinomoto Build-up Film) substrates, a critical material for AI chip packaging, face a massive supply-demand gap. According to SemiAnalysis, the capacity of six major ABF substrate suppliers is fully booked through 2026, with lead times nearly doubling from 6-8 months. Market researchers forecast a supply deficit of 8-10% in the second half of 2026, widening to 21-34% in 2027. Huafu Securities describes ABF substrates as a 'throat material' for the AI era. The article notes that related concept stocks are scarce. It highlights recent stock movements: Huazheng New Materials rose nearly 110% since August, while Zhongjing Electronics, Hongchang Electronics, and XingSen Technology gained over 60%. However, newly listed Century Digital (920229) saw a 30% daily limit drop on September 23 after surging 742% on its debut. The article also mentions analyst views on Shennan Circuits, Lotus Health, and XingSen Technology regarding their ABF-related revenue and progress.
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ABF Substrate Supply Gap Widens; AI Material Stocks Surge as 2027 Deficit Forecast at 21-34%
This article from Securities Times, published on Tencent Stock, covers the volatile trading of newly listed stocks and the growing supply-demand gap in ABF (Ajinomoto Build-up Film) substrates, a critical material for AI chip packaging. Century Digital (920229) saw a 30% daily limit drop on September 23 after surging over 700% on its debut. Separately, research from SemiAnalysis indicates that six major ABF substrate suppliers have fully booked capacity for 2026, with delivery times nearly doubling. Market researchers forecast a supply gap of 8-10% in the second half of 2026, widening to 21-34% by 2027. Huafu Securities calls ABF substrates a 'throat material' for the AI era. Several Chinese companies are involved: Shennan Circuits expects over 600 million yuan in ABF revenue by 2026; Lotus Holdings is entering the ABF film sector; and Shenzhen Fastprint Circuit's ABF project is in capacity ramp-up. ABF concept stocks like Huazheng New Materials have surged nearly 110% since August.
ABF Substrate Supply Gap Widens, Concept Stocks Surge as AI Demand Drives Orders
A market analysis article from Stockstar highlights a significant supply-demand gap for ABF (Ajinomoto Build-up Film) substrates, a critical material for AI chips. According to SemiAnalysis, the capacity of six major ABF substrate suppliers is fully booked through 2026, with delivery times nearly doubling from 6-8 months in early 2025. Market researchers forecast a supply deficit of 8-10% in the second half of 2026, widening to 21-34% in 2027. Huafu Securities describes ABF substrates as a 'throat material' for the AI era, essential for connecting high-density chips to PCBs. Several Chinese listed companies are involved, including Shennan Circuits, which is expected to generate over 600 million yuan in ABF revenue in 2026; XingSen Technology, which is ramping up production; and Lotus Holding, which is entering the ABF film sector. The article also notes extreme volatility in recently listed stocks, with Century Digital (920229) falling 30% after surging over 700% on its debut.
Read sourceABF Substrate Supply Gap Widens; AI Material Stocks Surge as 2026 Capacity Fully Booked
This article from Stockstar Securities News reports on the ABF (Ajinomoto Build-up Film) substrate market, highlighting a significant supply-demand gap driven by AI chip demand. According to SemiAnalysis, all capacity from six major ABF substrate suppliers for 2026 is already booked, with lead times nearly doubling from 6-8 months in early 2025. Market researchers predict a supply gap of 8-10% in the second half of 2026, widening to 21-34% in 2027. Huafu Securities describes ABF substrates as a 'throat material' for the AI era, essential for connecting high-density chips to PCBs. The article also covers stock performance: Century Digital (920229) saw a 30% daily limit drop after a 742% surge on its debut, while ABF concept stocks like Huazheng New Material rose nearly 110% since August. Analysts from Puyin International, Guosheng Securities, and Kaifeng Securities provide forecasts for companies like Shennan Circuits, Lotus Holdings, and XingSen Technology, noting ABF-related revenue growth and capacity ramp-up phases.
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