AI chip boom sparks BT substrate materials shortage — TSMC's huge demand causes supply disruptions for NAND flash controllers, SSDs
TSMC's demand for CoWoS material has cascaded to impact suppliers of BT substrate base materials, causing the memory market to react quickly to avoid shortages and other negative effects.
TSMC's demand for CoWoS material has cascaded to impact suppliers of BT substrate base materials, causing the memory market to react quickly to avoid shortages and other negative effects.
