Sourced evidence
Ibiden and Unimicron are co-primary ABF substrate suppliers for NVIDIA AI GPU packages
Industry reporting identifies Ibiden (Japan) and Unimicron (Taiwan) as the co-primary suppliers of advanced ABF IC substrates for AI GPU packages including NVIDIA's, with both running high-end capacity at or near full allocation in 2026 due to AI accelerator demand; Ibiden announced a ~¥500B capex plan (Feb 2026) and Unimicron raised 2026 capex guidance to ~$800M amid a substrate supply crunch industry analysts say could leave a shortfall of up to 42% by 2028.
- Type
- News report
- Published
- September 1, 2026
- Confidence
- 62/100
- Filed under
- NVIDIA
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Cite this
InsightNodes, "Ibiden and Unimicron are co-primary ABF substrate suppliers for NVIDIA AI GPU packages" (NVIDIA). Source: Tom's Hardware / industry analysis, September 1, 2026, https://www.tomshardware.com/tech-industry/semiconductors/the-state-of-abf-substrates-in-data-center-silicon-in-2026-solving-the-supply-crunch-and-material-wall-beneath-every-ai-accelerator. https://insightnodes.com/claims/e/nvidia-ibiden-unimicron-abf-substrate-2026 (accessed October 29, 2026).
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