Crystallized ABF cov phaj phaj ntxiv txheej zaj duab xis txuas nrog hluav taws kub ib zaug

Txij li Q4 hauv 2020, ua tsaug rau kev loj hlob ntawm 5g, huab AI suav, servers thiab lwm yam kev lag luam, qhov kev thov rau kev ua tau zoo ntawm cov chips tau nce. Ua ke nrog kev loj hlob ntawm kev thov kev lag luam hauv tsev hauv tsev WFM thiab cov tsheb hluav taws xob, kev thov rau CPU, GPU thiab AI chips tau nce ntau heev, uas tseem tau txhawb kev thov rau ABF cov khoom thauj khoom. Ua ke nrog kev cuam tshuam ntawm kev sib tsoo hluav taws hauv ibiden Qingliu lub Hoobkas, lub tuam txhab thauj khoom IC loj, thiab Xinxing Electronic Shanying lub Hoobkas, ABF cov neeg nqa khoom hauv ntiaj teb tsis txaus.

Thaum Lub Ob Hlis xyoo no, muaj xov xwm hauv khw hais tias ABF cov paib daim paib tsis txaus, thiab lub sijhawm xa khoom tau ntev li 30 lub lis piam. Nrog cov khoom lag luam luv ntawm ABF cov phaj thauj khoom, tus nqi kuj tseem nce ntxiv. Cov ntaub ntawv qhia tias txij li peb lub hlis thib plaub ntawm xyoo tas los, tus nqi ntawm IC pawg thawj coj tau nce mus ntxiv, suav nrog BT cov khoom thauj khoom nce txog 20%, thaum ABF cov khoom thauj khoom nce 30% – 50%.
Raws li ABF cov peev txheej muaj peev xwm yog nyob hauv txhais tes ntawm ob peb lub tuam txhab tsim khoom hauv Taiwan, Nyiv thiab Kaus Lim Qab Teb, lawv qhov kev nthuav dav ntawm kev tsim khoom kuj tseem muaj qhov txwv nyob rau yav dhau los, uas tseem ua rau nws nyuaj rau txo qis qhov tsis txaus ntawm ABF cov khoom siv thauj khoom hauv luv luv. lub sij hawm. Cov khoom siv tseem ceeb tshaj plaws ntawm ABF cov phaj thauj khoom yog tsim cov yeeb yaj kiab. Tam sim no, 99% ntawm ABF txheej txheej txheej khoom ntawm lub khw tau muab los ntawm Ajinomoto, tus tsim khoom lag luam Nyij Pooj. Vim tias muaj peev xwm tsim khoom tsawg, cov khoom siv tsis txaus.

Txhawm rau kom kov yeej qhov teeb meem uas ABF cov khoom siv laminate tau monopolized los ntawm cov tuam txhab Nyij Pooj thiab tsis muaj peev xwm tsim khoom, thev naus laus zis thev naus laus zis tau nqis peev tag nrho hauv kev ywj pheej R & D thiab ua tus kheej ntawm semiconductor high-order ntim zaj duab xis cov ntaub ntawv thiab ABF cov khoom siv laminate khoom hauv xyoo tsis ntev los no Tam sim no, nws yog tus thawj coj nkaus xwb hauv ABF cov khoom siv zaj duab xis cov khoom siv hauv Taiwan thiab cov chaw tsim khoom thib ob hauv ntiaj teb uas tau ua tiav ABF cov khoom siv laminate cov ntaub ntawv, Nws vam tias kev hloov pauv ntawm Taiwan cov khoom siv hluav taws xob cov khoom siv hluav taws xob tuaj yeem txhawb nqa, thiab ABF cov phiajcim tuaj yeem ua nrog txheej txheej ntxiv ua hauv Taiwan.
Jinghua thev naus laus zis yog thawj lub chaw tsim khoom hauv Suav teb los txhim kho nws tus kheej thiab tsim Taiwan tsim cov yeeb yaj kiab (TBF) rau ABF cov phaj phaj. Tam sim no, nws tau koom ua ke tsim qis DK & DF txheej ntxiv cov ntaub ntawv nrog ntau lub tuam txhab tsim khoom hauv tsev thiab txawv teb chaws, uas yuav siv rau tiam tom ntej ntawm AI chips.