先进封装关键材料PSPI供不应求,旭化成将断供部分客户

芯智讯
May 28, 2025

5月27日消息,据台媒《经济日报》报道,半导体业界近日传闻日本化工巨头旭化成(Asahi KASEI)对客户发出通知,称因该公司产能无法跟上市场需求,将对部分客户断供先进封装关键耗材感光型聚酰亚胺(PSPI),业界忧心恐导致AI 断链危机一触即发。业界指出,目前没有任何材料能全面替代PSPI在所有先进封装制程中的性能,考察先进封装是AI芯片生产关键技术,若缺少PSPI导致先进封装产能供给受限,不仅...

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