赛道Hyper | 低温PSPI材料告急:国产公司有机会?

华尔街见闻
02 Jun

作者:周源/华尔街见闻 随着全球半导体行业向先进封装技术加速转型,材料供应链的稳定性正面临新考验。 5月下旬,华尔街见闻从供应链权威渠道获悉,台积电(TSMC)在先进封装领域的产能扩张计划,直接引发了低温光敏聚酰亚胺(PSPI)材料的全球供应紧张。 作为该材料的主要供应商之一,日本旭化成因全力保障台积电需求,不得不对中国封测企业实施限供,这一变化意外推升国产低温PI材料的产业化速度。 近年来,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10