ENG
Report

From T-Glass Crisis to Capacity Erosion: The Multi-Year Substrate Shortage

2
March 11, 2026

Category

Industry

Semiconductors

Service

Standard

Report Type

Report

Time Period

Other

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Author

William Li

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William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.