Weekly Radar 007: NVIDIA Moves to Secure Substrate Capacity
Weekly Radar 007: NVIDIA Moves to Secure Substrate Capacity
TrendForce reports that ABF substrates remain one of the tightest links in the AI supply chain, with lead times holding at 48–56 weeks versus a roughly 12-week market equilibrium, offering no short-term relief. NVIDIA plans to work with supply chain partners over the next three years to expand substrate capacity for its products to 2.5 times current levels.
ABF remains one of the tightest links in the AI supply chain. Lead times stay at 48–56 weeks versus 12 weeks in a balanced market, with little near-term relief. NVIDIA plans to increase substrate capacity for its products by 2.5x over the next three years with its supply chain partners, underscoring how persistent the constraint h…
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Source: TrendForce Insights Semiconductor Industry Insights · insights.trendforce.com