A Key Component For Smartphone SoCs Now Faces Prolonged “Double-Digit Percentage Shortage”

The ongoing mad dash for AI GPUs and ASICs is now producing a tangible impact on the broader silicon supply chain, to the extent of creating a prolonged shortage for a key component that is used to manufacture smartphone SoCs. Knowledge Base: Goldman Sachs: T-Glass Supply Faces A "Double-Digit Percentage" Shortage Over The Coming Months And Quarters Goldman Sachs has now published a critical industry research report, noting that the high demand for Ajinomoto Build-up Film (ABF) substrates has cornered most T-glass supply right now. As a refresher, ABF substrates are typically used in AI GPUs and ASICs, and consist […]

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