Weekly Radar 007: NVIDIA Moves to Secure Substrate Capacity

This Week in 30 Seconds

• ABF remains one of the tightest links in the AI supply chain. Lead times stay at 48–56 weeks versus 12 weeks in a balanced market, with little near-term relief. NVIDIA plans to increase substrate capacity for its products by 2.5x over the next three years with its supply chain partners, underscoring how persistent the constraint h…