ABF substrate supply gap widens as AI demand fully books 2026 capacity
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 including 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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