随着AI封测需求增长,封测厂商相继加码投资,开启扩产。不过大手笔投资扩产却遭到上游环节“卡脖子”。 据台湾电子时报今日消息,封测待售厂遭到抢购一空,同时设备交期延长、关键材料供应紧缺。 设备方面,产业人士指出,因先进封测设备采购需求超乎预期,订单涌入导致上游供应链出现排队,不仅客户之间形成产能排挤效应,部分设备交期更拉长至1年以上,导致封测厂新产能开出时程被迫延后。 例如力成布局扇出型面板级...
Source Link随着AI封测需求增长,封测厂商相继加码投资,开启扩产。不过大手笔投资扩产却遭到上游环节“卡脖子”。 据台湾电子时报今日消息,封测待售厂遭到抢购一空,同时设备交期延长、关键材料供应紧缺。 设备方面,产业人士指出,因先进封测设备采购需求超乎预期,订单涌入导致上游供应链出现排队,不仅客户之间形成产能排挤效应,部分设备交期更拉长至1年以上,导致封测厂新产能开出时程被迫延后。 例如力成布局扇出型面板级...
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