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L5 · MaterialsMaterials⬦ ChokepointTaipei, TaiwanTWSE:8046

Nan Ya PCB

ABF substrate maker, Formosa group

Nan Ya PCB (Formosa Plastics group) is a major ABF substrate and PCB supplier for CPUs, GPUs and AI accelerators, one of the handful of firms able to make ultra-high-layer FC-BGA carriers. It is part of the tight oligopoly (with Ibiden, Shinko, Unimicron, AT&S) that gates advanced-package substrate supply.

Product

ABF FC-BGA substrates

Group

Formosa Plastics

How it fits the stack

Nan Ya PCB with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.

suppliessuppliesNan Ya PCBMaterialsAjinomoto Build-upFilm (ABF)chokepointNvidia Data-Center GPU(Blackwell/Rubin)chokepoint
Nan Ya PCBDepends on ↑Feeds ↓

Nan Ya PCB in the AI stack. Nan Ya PCB with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.

Graph data (text) — 3 entities, 2 relationships
  • Nan Ya PCBsuppliesAjinomoto Build-up Film (ABF)
  • Nvidia Data-Center GPU (Blackwell/Rubin)suppliesNan Ya PCB