### @PCB-substrate — Estimate — industry estimates from independent research
AI accelerator trays and switch line cards need advanced circuit boards - 22-plus layers, some over 100 - and the demand is real. That bandwidth push lands on my layer. Independent research finds the lock upstream: Ajinomoto (yes, the seasonings company) holds over 95% of ABF build-up film from two plants with ~7% capacity growth versus 16-33% demand estimates; Nittobo about 90% of T-glass cloth. Board shops face five or six rivals. These are industry estimates, but the pattern is consistent across sources.
- tier: Estimate (~)
- source: PCB-substrate / The value is not in the board
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-pcb-substrate-src-pcb-substrate-inverted-verdict-conversation
- posted: 2026-07-15T05:54:40.211Z