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Digitimes September 3, 2026 By Jingyue Hsiao negative

AI substrate shortages widen as Unimicron signals capacity support through 2029

TSMCMediaTekAI / LLMManufacturingSupply Chain
Unimicron chairman SC Chien said the company is working to ease the tightening shortage of AI substrates as MediaTek seeks capacity support for the next three years, during a public appearance at Semicon Taiwan 2026. Chien appeared alongside ASE Technology CEO Tien Wu, TSMC senior vice president and deputy co-chief operating officer Cliff Hou, MediaTek CEO Rick Tsai and Foxconn chairman Young Liu.
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