There's hope that GPU shipments will soon increase as ABF substrate shortages ease

pcgamer.com:

A positive GPU story? Yes, it is! There may be some light at the end of the tunnel, as reports indicate that supplies of a key material are set to improve, thanks to a slow ramping up of production.

According to Digitimes (via Tom’s Hardware) A shortage of substrates, specifically Ajinomoto Build-up Film (ABF) substrates is an under-reported contributing factor in creating the GPU shortage. According to the report, Asrock and TUL (the parent company of Powercolor) hope to increase GPU shipments throughout the second half of 2022 as supplies of ABF substrate material improves.

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ABF substrate is an essential material in advanced semiconductor manufacturing. It’s needed to create the circuitry that connects nanoscale microprocessor die terminals to the larger terminals on printed substrates. It’s just one of many materials that are needed for chip manufacturing, and it’s another example of how complex the chip supply chain is, and how vulnerable it is if there’s a disruption.

ABF manufacturers are accelerating production to meet the extra demand created during the pandemic as well as that created by miners. Obviously, advanced electronic manufacturing facilities can take years to go from the planning stage to products leaving the warehouse. We’re two years into the pandemic, so it can be expected that plans made in mid 2020 will come to fruition sooner rather than later.

Bottlenecks like these can lead to downstream shortages that affect entire industries. A GPU is made up of a large number of components, and these components have their own materials and suppliers, along with the tools and facilities to manufacture them.