Chip Supplier to Apple, Intel Warns of Tight Capacity Till 2027
- Existing clients have locked in the firm’s long-term capacity
- AB substrate equipment lead time is as long as three years
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Unimicron Technology Corp., an obscure but critical player in making semiconductors, said that demand for high-performance computing chips is so strong that its production capacity will be strained for the next five years.
The Taiwanese company makes Ajinomoto build-up film (ABF) substrate, a key part required for the packaging that protects the handful of chips needed to power computers or servers. Its customers include Intel Corp., Apple Inc., Advanced Micro Devices Inc. and Nvidia Corp. and its materials go into CPUs and GPUs for computers, servers and gaming consoles.