Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers is keeping capacity tight. For global readers, the company's expansion plan points to prolonged supply constraints and firmer pricing ahead.
Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers is keeping capacity tight. For global readers, the company's expansion plan points to prolonged supply constraints and firmer pricing ahead.This article was originally published by Digitimes.
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