Since the second half of last year, thanks to the growth of 5g, cloud AI computing, servers and other markets, the demand for high-performance computing (HPC) chips has increased greatly. Coupled with the growth of market demand for home office / entertainment, automobile and other markets, the demand for CPU, GPU and AI chips on the terminal side has increased greatly, which has also pushed up the demand for ABF carrier boards. Coupled with the impact of the fire accident in ibiden Qingliu factory, a large IC carrier factory, and Xinxing Electronic Shanying factory, ABF carriers in the world are in serious short supply.
In February this year, there was news in the market that ABF carrier plates were in serious shortage, and the delivery cycle had been as long as 30 weeks. With the short supply of ABF carrier plate, the price also continued to rise. The data show that since the fourth quarter of last year, the price of IC carrier board has continued to rise, including BT carrier board up about 20%, while ABF carrier board up 30% – 50%.
As the ABF carrier capacity is mainly in the hands of a few manufacturers in Taiwan, Japan and South Korea, their expansion of production was also relatively limited in the past, which also makes it difficult to alleviate the shortage of ABF carrier supply in the short term. The most important material of ABF carrier plate is build-up film. At present, 99% of ABF layer-up materials on the market are supplied by Japanese # Ajinomoto. Due to limited production capacity, the supply is in short supply.
In order to overcome the dilemma that ABF layer adding materials are monopolized by Japanese manufacturers and the production capacity is insufficient, crystallography technology has made every effort to invest in # independent research and development of semiconductor high-order packaging films and ABF carrier materials in recent years. At present, it is the only leader in the field of ABF carrier film materials in Taiwan, hoping to promote the localization of Taiwan’s semiconductor material # supply chain. Taiwan Jinghua technology is the first manufacturer in China to independently develop and produce Taiwan build up film (TBF) for ABF carrier plate. At present, the products have been verified by many manufacturers at home and abroad and have been shipped in small quantities.