As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus and Nanya PCB have secured rush orders, with customers willing to sign long-term supply agreements amid material constraints. This has sharply improved order visibility from the second half of 2025 and emerged as a key driver of Taiwanese PCB output growth in the third quarter.