Take ABF substrates, for example.

As accelerator packages have grown larger and more complex, substrate capacity has emerged as a key constraint in the supply chain. Substrate demand is increasing along two dimensions:

More units and substantially more content per unit. Substrate bodies have grown from roughly 58x55mm on Hopper to 82x75mm on Blackwell and ~95x98mm on Rubin.

Build-up layers have moved from ~10-14 to 24+, with even more complex designs on supplier roadmaps.

But identifying the substrate makers is only the second step.
The next question is what those companies and technologies are enabling for expanding substrate capacity? (2/7)