点击蓝字 关注我们半导体新势力台积电CoWoS封装材料短缺困局、日本企业垄断超九成后端封装材料市场!中国先进封装材料替代、崛起正当时!!!台积电CoWoS先进封装受困于材料短缺及供应链瓶颈,正加速排查评估关键材料供应商,对冲产能扩张压力。日本企业垄断超九成后端封装材料市场,台积电CoWoS产能激增下,供给端脆弱性凸显。关键材料短缺倒逼头部AI芯片企业联动OSAT及衬底厂商,筑牢产能保障线。非导电...
Source Link点击蓝字 关注我们半导体新势力台积电CoWoS封装材料短缺困局、日本企业垄断超九成后端封装材料市场!中国先进封装材料替代、崛起正当时!!!台积电CoWoS先进封装受困于材料短缺及供应链瓶颈,正加速排查评估关键材料供应商,对冲产能扩张压力。日本企业垄断超九成后端封装材料市场,台积电CoWoS产能激增下,供给端脆弱性凸显。关键材料短缺倒逼头部AI芯片企业联动OSAT及衬底厂商,筑牢产能保障线。非导电...
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