Mai ka hapa lua o ka makahiki i hala, mahalo i ka ulu ʻana o 5g, cloud AI computing, nā kikowaena a me nā mākeke ʻē aʻe, ua hoʻonui nui ʻia ka noi no ka mīkini hana kiʻekiʻe (HPC). Hoʻohui pū ʻia me ka ulu ʻana o ka noi mākeke no ka keʻena home / hoʻokipa, kaʻa a me nā mākeke ʻē aʻe, ua hoʻonui nui ʻia ka noi no CPU, GPU a me nā ʻāpana AI ma ka ʻaoʻao, a ua hoʻokau ʻia 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 hana 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 hoʻi ka hoʻonui 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 hāʻawi ʻia e Iapana # Ajinomoto. Ma muli o ka palena o ka hana hana, lako ʻole ka lako.

I mea e lanakila ai i ka pilikia a ka ABF papa hoʻohui i nā mea i monopolized e nā mea hana Kepani a ʻaʻole lawa ka hana, ua hana ka ʻenehana Crystallography i nā hana āpau e hoʻopukapuka makahiki. I kēia manawa, ʻo ia wale nō ke alakaʻi i ke kahua o nā kiʻi ʻoniʻoni ʻo ABF ma Taiwan, ke manaʻo nei e hoʻolauna i ka localization o Taiwan’s semiconductor material # supply chain. ʻO ka ʻenehana ʻo Taiwan Jinghua ka mea hana mua ma Kina e hoʻomohala kūʻokoʻa a hana i Taiwan e kūkulu i kahi kiʻiʻoniʻoni (TBF) no ka papa lawe lawe ABF. I kēia manawa, ua hōʻoia ʻia nā huahana e nā mea hana he nui ma ka home a me nā ʻāina ʻē a ua hoʻouna ʻia i nā mea liʻiliʻi.