Mai ka Q4 ma 2020, mahalo i ka ulu ʻana o 5g, cloud AI computing, nā kikowaena a me nā mākeke ʻē aʻe, ua piʻi aʻe ka noi no nā ʻāpana computing kiʻekiʻe-hana. Hoʻohui ʻia me ka ulu ʻana o ka noi mākeke no ka WFM keʻena home a me nā kaʻa uila, ua hoʻonui nui ʻia ka noi no CPU, GPU a me nā pāʻina AI, kahi i hoʻonui ai i ka noi no nā papa lawe ʻo ABF. Hoʻohui pū ʻia me ka hopena o ka ulia ahi ma ka hale hana ʻo ibiden Qingliu, kahi hale lawe halihali IC nui, a me ka hale hana Xinxing Electronic Shanying, aia nā mea lawe ukali o ABF i ka honua i ka lako pōkole.

I Pepeluali i kēia makahiki, aia ka nūhou i ka mākeke no ka nele nui o nā papa lawe ABF, a ua lōʻihi ka lōʻihi o ka lawe ʻana ma kahi o 30 mau pule. Me ka lako pōkole o ka pā lawe ABF, ua piʻi mau ke kumukūʻai. Hōʻike ka ʻikepili mai ka hā o ka hapahā o ka makahiki i hala, ua piʻi mau ke kumukūʻai o ka papa lawe halihali IC, e like me ka BT lawe papa ma kahi o 20%, ʻoiai ʻo ABF lawe papa 30% – 50%.
ʻOiai ʻo ka nui o ka hiki o ka mea lawe ABF i ka lima o kekahi mau mea hana ma Taiwan, Iapana a me Kōlea Hema, ua kaupalena ʻia ka hoʻonui ʻia ʻana o ka hana i ka wā i hala, a he mea paʻakikī hoʻi ia e hōʻemi i ka lawa ʻole o ka lako o ka lawe ʻo ABF i ka pōkole. kau ʻO nā mea nui o ka pā lawe ʻo ABF ke kiʻi ʻoniʻoni kūkulu. I kēia manawa, 99% o nā mea ahu o ABF ma ka mākeke e hoʻolako ʻia e Ajinomoto, kahi mea hana Kepanī. Ma muli o ka palena o ka hana hana, lako ʻole ka lako.

I mea e lanakila ai i ka pilikia a ka ABF laminate mea i monopolized ʻia e nā mea hana Kepani a me ka nele o ka hana hana, ua hoʻopukapuka piha ʻia ka ʻenehana kristallographic i ka R & D kūʻokoʻa a hana ponoʻī ʻia i nā mea ʻoniʻoni paʻi semiconductor kiʻekiʻe a me nā mea laminate lawe ABF i nā makahiki i hala iho nei. I kēia manawa, ʻo ia wale nō ke alakaʻi i ke kahua o nā mea hana kiʻi ʻoniʻoni ABF ma Taiwan a ʻo ka lua o nā mea hana i ka honua i hoʻomohala kūleʻa i nā mea laminate ABF lawe, ke lana nei ka manaʻo e hiki ke paipai ʻia ka localization o Taiwan’s semiconductor material supply chain. a hiki ke hana ʻia i nā pā ʻoihana ABF me kahi kiʻi ʻoniʻoni hou i hana ʻia ma Taiwan.
ʻO ka ʻenehana ʻo Jinghua ka mea hana mua ma Kina e hoʻomohala kūʻokoʻa a hana i Taiwan e kūkulu i ke kiʻiʻoniʻoni (TBF) no ka pā lawe ABF. I kēia manawa, ua hoʻomohala like ʻia ka papa haʻahaʻa DK & DF e hoʻohui nei i nā mea me nā mea hana he nui ma ka home a me nā ʻāina ʻē, e hoʻopili ʻia i ka hanauna hou o nā ʻāpana AI.