Kayayyakin albarkatun mai na ABF sun ƙare, kuma lokacin isarwa shine makonni 30

Tun daga rabi na biyu na bara, godiya ga ci gaban 5g, ƙirar AI girgije, sabobin da sauran kasuwanni, buƙatun kwakwalwan kwamfuta mai ƙima (HPC) ya ƙaru ƙwarai. Haɗe tare da haɓaka buƙatun kasuwa don ofis na gida / nishaɗi, mota da sauran kasuwanni, buƙatar CPU, GPU da kwakwalwan kwamfuta na AI a gefen tashar ya karu ƙwarai, wanda kuma ya haɓaka buƙatun kwamitocin jigilar ABF. Haɗe tare da tasirin haɗarin gobara a masana’antar ibiden Qingliu, babban masana’antar jigilar IC, da masana’antar Xinxing Electronic Shanying, masu jigilar ABF a cikin duniya suna cikin ƙarancin wadata.

A watan Fabrairu na wannan shekara, akwai labari a kasuwa cewa faranti na jigilar ABF suna cikin matsanancin karanci, kuma tsarin jigilar kayayyaki ya kai tsawon makonni 30. Tare da ƙarancin wadatar farantin jigilar ABF, farashin kuma ya ci gaba da hauhawa. Bayanai sun nuna cewa tun daga kwata na huɗu na bara, farashin hukumar jigilar IC ya ci gaba da hauhawa, gami da hukumar jigilar BT kusan kashi 20%, yayin da jirgin jigilar ABF ya tashi 30% – 50%.
Kamar yadda karfin jigilar ABF ya fi yawa a hannun ‘yan masana’antun a Taiwan, Japan da Koriya ta Kudu, haɓaka aikin su ma ya ɗan iyakance a baya, wanda kuma ya sa yana da wahala a rage ƙarancin ƙarancin ABF na jigilar kayayyaki. ajali. Abu mafi mahimmanci na farantin jigilar ABF shine fim ɗin gini. A halin yanzu, kashi 99% na kayan ABF da aka shimfida a kasuwa ana samun su ne daga Ajinomoto na Japan. Saboda karancin ƙarfin samarwa, wadata ba ta da yawa.

Don shawo kan matsalar cewa masana’antun Japan sun mamaye monopolized kuma ƙaramin kayan ABF kuma ƙarfin samarwa bai isa ba, fasahar crystallography ta yi kowane ƙoƙari don saka hannun jari a # bincike mai zaman kansa da haɓaka fina-finai masu ɗaukar hoto mai girma da kayan ABF a cikin kwanan nan. shekaru. A halin yanzu, ita ce kawai jagora a fagen kayan fim na ɗaukar hoto na ABF a cikin Taiwan, yana fatan haɓaka haɓaka yankin kayan aikin semiconductor na Taiwan # sarkar samarwa. Fasahar Taiwan Jinghua ita ce masana’anta ta farko a China don haɓaka kai tsaye da samar da fim ɗin gina Taiwan (TBF) don farantin jigilar ABF. A halin yanzu, masana’antun da yawa sun tabbatar da samfuran a gida da waje kuma an yi jigilar su cikin ƙananan adadi.