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← Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

The Quiet Crisis in Chip Substrates

July 18, 2026·00:08:50

Episode 119 of Semiconductor News with Fexingo digs into a bottleneck few investors are watching: the substrate shortage. Lucas breaks down why a single Japanese supplier, Kyocera, controls nearly half the advanced substrate market, and how that...

Business

← Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry

The Quiet Crisis in Chip Substrates

July 18, 2026·00:08:50

Business