Companies exposed to ABF substrates
The AI stocks the model maps to ABF substrates — part of the chips layer, ranked by how strongly each name is exposed.
15 companies · ranked by exposure
The high-end circuit board inside a chip package that connects the silicon to the outside world.
Full explainer: what ABF substrates is & who makes it →No qualified substrate, no shippable accelerator — regardless of wafer or HBM supply. When ABF substrates tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to ABF substrates
- 1
Ajinomoto2802.TSupplier90 - 2
Ibiden Co., Ltd.4062.TProducer85 - 38046.TWNan Ya PCB8046.TWProducer85
- 4ATS.VIAT&SATS.VIProducer80
- 5
Unimicron Technology Corp.3037.TWProducer80 - 6
Shinko Electric Industries Co., Ltd.Producer76 - 73189.TWKinsus Interconnect Technology3189.TWProducer70
- 8
Kyocera Corporation6971.TProducer50 - 95706.TMitsui Mining & Smelting Co., Ltd. (Mitsui Kinzoku)5706.TSupplier50
- 10
Samsung Electro-Mechanics Co., Ltd.009150.KSProducer50 - 11
Chang Chun Group (Chang Chun Plastics)Supplier40 - 12353200.KSDaeduck Electronics Co., Ltd.353200.KSProducer40
- 13002916.SZShennan Circuits Co., Ltd.002916.SZProducer40
- 144958.TWZhen Ding Technology Holding Limited4958.TWProducer40
- 15
LG Innotek Co., Ltd.011070.KSProducer30
Frequently asked
What are the top ABF substrates stocks?
By modeled exposure to ABF substrates: Ajinomoto, Ibiden Co., Ltd., Nan Ya PCB, AT&S, Unimicron Technology Corp., Shinko Electric Industries Co., Ltd.. The full ranked list of 15 names is below.
Which companies make ABF substrates?
The names the model tags as producers or suppliers of ABF substrates: Ajinomoto, Ibiden Co., Ltd., Nan Ya PCB, AT&S, Unimicron Technology Corp., Shinko Electric Industries Co., Ltd..
What is ABF substrates?
The high-end circuit board inside a chip package that connects the silicon to the outside world.
What happens if ABF substrates runs short?
Film or substrate capacity shortfall queues finished dies; the 2021 shortage stretched lead times industry-wide.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.