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Top 10 Advanced IC Substrate Manufacturers in 2026: Leading Companies Powering the AI Semiconductor Revolution

ELE Times

A combination of Artificial Intelligence (AI), High-Performance Computing (HPC), Cloud infrastructure and next generation semiconductor technology is creating an explosion in packaging requirements. Advanced IC substrates attach dies to printed circuit boards and provide high speed electrical signals, power, and cooling to the circuits.

These advanced substrates enable fewer interconnects, higher wiring density, and more complex semiconductor packages than conventional packaging material. New technologies such as Ajinomoto Build-up Film (ABF), Flip Chip Ball Grid Array (FC-BGA), embedded-component substrates are receiving increasing attention and usage, particularly in AI accelerators, server processors, and networking chips.

In October 2026, NVIDIA announced it was collaborating with leading substrate providers to increase manufacturing capacity by 2.5x over the next three years. This also highlights the importance of substrate makers in the global chip industry.

Below are the 10 top advanced IC substrates companies leading the industry in 2026. This list is editorially selected based on manufacturers ability, technology portfolios, and recent industry developments, not a ranking of market-share.

Top 10 Advanced IC Substrate Manufacturers

IBIDEN Co., Ltd. (Japan)

IBIDEN is an industry-leading manufacturer of high-performance IC package substrates for high-performance computer CPUs, AI servers, and high-performance computing. Offerings of the company include a range of multilayer substrates, fine-line wiring, and next-generation interconnection technologies.

With manufacturing capacity, the company can cater to the growing demand for large semiconductor packages with increasingly complex electrical interconnections. In February 2026, IBIDEN revealed a plan to invest about ¥500 billion in a project to expand production of high-performance IC substrates from FY2026 to FY2028. NVIDIA supports the production expansion to increase the IC substrate supply for AI computing.

Unimicron Technology Corporation (Taiwan)

Unimicron Technology is a world leader in manufacturing advanced IC package substrates (ABF substrates, BT substrates). We offer a wide range of product solutions that serve processor chips, graphics chips, networking and high-performance computing.

The company is cementing its place as demand for AI accelerators and custom application-specific integrated circuits (ASICs) increases, requiring larger package sizes, higher wiring density, and better electrical properties. In October this year, NVIDIA announced a capacity reservation agreement supporting Unimicron’s KF substrates manufacturing expansion in Taiwan. We anticipate more capacity will come online in 2027.

Samsung Electro-Mechanics (South Korea)

​Samsung Electro-Mechanics is a leading producer of semiconductor package substrates such as high-end FC-BGA and ABF. Its technologies enable power AI processors, server CPUs, networking chips, and other advanced semiconductor products. The company is also working on embedded passive component technologies to boost power delivery and electrical performance within complex packages.

In October 2026, Samsung Electro-Mechanics announced a strategic partnership with NVIDIA to expand dedicated ABF substrates production facilities in Sejong and Busan, South Korea. Duck-Hyun Chang, President and CEO of Samsung Electro-Mechanics stated, “It is a great honour to join NVIDIA, a global leader driving AI innovation, as a key infrastructure partner.”

Shinko Electric Industries (Japan)

Shinko Electric Industry has been a key supplier of flip chip package substrates, PBGA substrates, coreless substrates and advanced 2.3D package substrates. The company is also responsible for developing embedded component packaging and optical interconnection technology.

In October 2026, Shinko unveiled its plan to further accelerate the commercialization of mass-production technology for photonics-electronics convergence devices for next-generation AI computing. The move reflects the company’s focus on integrating advanced packaging with high-speed optical communication.

Nan Ya Printed Circuit Board Corporation (Taiwan)

Nan Ya PCB is a well-known manufacturer of standard printed circuit boards, HDI boards, and advanced semiconductor substrates. It also manufactures ABF substrates which are vital in high-performance processors, and dense semiconductor packages. The substrates serve as the dense electrical connection point between semiconductor chips and external circuit boards.

With the continued build-out of AI servers, data centres, and networking infrastructure, Nan Ya PCB is an important supplier in the high-end substrate ecosystem. Its manufacturing capacity places it among the leading companies for high-end IC substrates.

AT&S (Austria)

AT&S Austria Technologies & Systemtechnik is a leading European manufacturer of advanced printed circuit boards and premium IC substrates. The company creates technologies for AI infrastructure, high-performance computing, mobile devices, and high-speed communication.

The properties of glass, such as flatness and dimensional stability and electrical performance, are better than traditional substrate materials, making it a very good candidate for even larger and more complex semiconductor packages. In September 2026, AT&S announced an expanded collaboration with Marvell Technology to ramp up advanced IC substrates capacity for next-generation AI and cloud infrastructure.

Kinsus Interconnect Technology (Taiwan)

Kinsus Interconnect Technology is an experienced player in the advanced semiconductor substrate market, producing ABF and BT substrates for high-performance processors, networking equipment and other semiconductor applications.

In an industry where larger packages, finer circuit patterns, and increased interconnection density are becoming a necessity. Demand for AI infrastructure is driving chip substrate makers like Kinsus to ramp up capacity and develop products tailored to higher, more complex chip architectures.

TOPPAN Holdings (Japan)

Toppan Holdings is strengthening its offering of advanced semiconductor packaging by adding high-density FC-BGA substrates. Its substrate technologies support high-performance computing, networking devices, and silicon solutions for AI.

A major development occurred in September this year, when Advanced Substrate Technologies (AST), a joint venture between TOPPAN and Broadcom, officially opened Singapore’s first high-end FC-BGA substrate manufacturing facility. The plant will manufacture large-body, high-layer-count substrates for cutting-edge AI computing and networking chips.

Yoshiyuki Iida, CEO of AST said, “AST’s ability to deliver large-body, high-layer-count substrates at TOPPAN’s exacting standard is helping meet a real bottleneck in AI and networking chip production.”

LG Innotek (South Korea)

LG Innotek has expanded its presence in the semiconductor substrate arena with FC-BGA, Chip-Embedding, and new glass substrate technology. In September 2026, its debut FC-BGA substrate targeting AI accelerators was exhibited at the KPCA Show 2026. The company released new chip-embedding technologies and glass substrates.

Meanwhile, the company is targeting mass production of its AI accelerator FC-BGA products in 2027 while glass substrates roadmaps point towards potential commercial supply around 2028. These innovations reveal the company’s objective to enter the fast-growing high-performance semiconductor packaging industry.

Kyocera Corporation (Japan)

Kyocera is a leading supplier of ceramic packages and advanced semiconductor package parts. In April 2026, the company revealed a new multilayer ceramic-core substrate for next-generation AI semiconductors, from AI application processors to switch ASICs.

This is used to enhance the mechanical rigidity, support high-density wiring and reduce package deformation. These features are increasingly important for larger, more complex packages. Kyocera can use the strength of fine ceramics to provide an alternative solution for the mechanical and electrical problems of advanced semiconductor packaging.

Advanced IC Substrates Fabrication in the Future

The key trends for tomorrow’s high-performance IC substrates are bigger semiconductor packages, denser wiring, improved power delivery, and more sophisticated packaging architecture. Here are the three important developments:

  1. Glass-core substrates: Designed for larger package assemblies, these offer reduced co-planarity and unevenness through greater flatness and dimensional stability, enabling higher interconnection density with finer details.
  2. Components on-boards: Including passive components and other parts within the substrates can improve power delivery and reduce electrical loss.
  3. Photonics-electronics convergence: Merging light and electrical connections could enable more rapid communication and reduce power usage in future computers.

However, this expansion is also forcing suppliers to focus on scaling up manufacturing capacity, manufacturing yield, and supply chain resilience.

Conclusion

Many of the top advanced IC substrates vendors will continue to take centre stage in the next phase of semiconductor industry growth. IBIDEN, Unimicron, Samsung Electro-Mechanics, Shinko Electric, and AT&S have all processes targeting AI accelerators, high-performance processors, and next-generation data centres.

More sophisticated substrates will increasingly enhance the connectivity, performance, reliability, and power efficiency of chip designs as their complexity continues to grow. This trend will become even more meaningful as the industry moves toward larger packages, glass-core technologies, and more advanced semiconductor integration.

The post Top 10 Advanced IC Substrate Manufacturers in 2026: Leading Companies Powering the AI Semiconductor Revolution appeared first on ELE Times.

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