T-glass demand surges as IC substrate makers see shortages through 2028

The surge in AI computing demand is triggering a cascade of effects across the semiconductor supply chain, particularly in the ABF substrate sector, where supply shortages are expected to emerge starting in 2026. This has significantly boosted order visibility for manufacturers in Taiwan, Japan, and South Korea, with forecasts extending into 2029–2030. Upstream material constraints, especially T-glass, are forcing early capacity expansion. Technologically, rising performance demands are pushing packaging processes toward higher density and smaller nodes. From a compliance standpoint, geopolitical tensions are heightening supply chain risks, especially with restrictions on critical imports, prompting companies to diversify sourcing. In competitive dynamics, leading firms are ramping up production to secure market share. Over the next 12–24 months, if AI demand remains robust, the shortage may spill into memory and RF chip sectors, creating a persistent structural imbalance.