Semiconductor Analysis

Prompt

Put together an estimated supply/demand model for ABF substrates. For supply map out all capacity additions over 2025-2027 and put together a table with each addition, who the supplier is, date of start, any confirmed customer. Then conclude with the total % expansion for each year. For demand map out the key demand drivers with a particular focus on GPU and ASICs, detail how ABF substrate usage is changing on each new AI GPU/ASIC and who the key suppliers are. Also evaluate the key ABF suppliers and rank them for the technology competitiveness and ability to serve GPU/ASIC customers.