Supplier Collaboration

Clarification rounds, quotes and revisions handled over email — parsed for rates, risks and redlines.

Acknowledgement of RFQ

Ibiden Co. · Prestera CX 5nm Substrate RFQ · 8/7/2026

inbound

Received, response expected within 10 business days.

Re: ABF Substrate pricing

Unimicron · Teralynx 12 ABF Substrate RFQ · 8/7/2026

inbound
Rate $35
Capacity allocation risk

Pricing at $34.60/unit. Please note capacity is allocated quarterly.

Bumping quote and capacity note

Chipbond Technology · Bravera SC5 Bumping RFQ · 8/7/2026

inbound
Rate $4
Commodity price escalation

Gold bump at $3.72/unit. Gold price escalation clause applies above $2,600/oz.

Alternate substrate quote

Kyocera Advanced Substrates · Prestera CX Alternate Substrate RFQ · 8/7/2026

inbound
Rate $82
Schedule slip vs tape-out

Quote $81.60/unit, earliest NPI slot Q1 2027.

Re: ABF Substrate pricing

Unimicron · Teralynx 12 ABF Substrate RFQ · 8/7/2026

inbound
Rate $35
Capacity allocation risk

Pricing at $34.60/unit. Please note capacity is allocated quarterly.

RE: RFQ-8412 substrate lead time

Ibiden · RFQ-8412-ABF Substrate · 8/5/2026

inbound
Rate $260
Long lead time

Lead time 22 weeks from PO. Price $260/unit. Requesting 60% volume commitment.

RE: RFQ-8390 qualification scope

Unimicron · RFQ-8390-Substrate Second Source · 8/5/2026

inbound
Missing data

Need updated stackup drawing before quoting. Requesting design pack rev C.

RE: RFQ-8355 clarification

Flex Ltd · RFQ-8355-Reference Board EMS · 8/5/2026

inbound
Rate $3,560
Component shortage

Confirmed 500 units at $3,560/board. Connector shortage may shift 3 weeks.

RE: RFQ-8412 quote revision 2

ASE Technology Holding · RFQ-8412-OSAT Assembly & Test · 8/5/2026

inbound
Rate $354

Revised assembly pricing to $354/unit at 12k volume. Test time reduced to 118s. Capacity confirmed for Q4.