The correct bet is **Over 20 layers**. Each layer demands a curing time of several hours inside ultra-clean rooms. The supply of ABF is the ultimate speed limit of AI hardware. In 2021, a shortage of this specific film was the primary reason lead times for high-end chips stretched to 52 weeks. Not silicon shortages. Soup film shortages. Investors are currently scouring the markets for pure-play AI stocks. They are driving valuations for companies like Palantir and Supermicro into the stratosphere.