Kusukela engxenyeni yesibili yanyakenye, ngenxa yokukhula kwe-5g, i-cloud AI computing, amaseva nezinye izimakethe, isidingo samashipsi we-computing ephezulu (HPC) sikhule kakhulu. Kuhambisane nokukhula kwesidingo semakethe yehhovisi lasekhaya / ezokuzijabulisa, izimoto nezinye izimakethe, isidingo sama-CPU, ama-GPU kanye nama-AI chips ohlangothini lwesiginali sikhuphuke kakhulu, okubuye kwenyusa isidingo samabhodi ezithuthi e-ABF. Kuhlanganiswe nomthelela wengozi yomlilo efektri i-ibiden Qingliu, ifektri enkulu yezinkampani ze-IC, kanye nefektri yeXinxing Electronic Shanying, abathwali be-ABF emhlabeni bayashoda kakhulu.

NgoFebhuwari nonyaka, kwakukhona izindaba emakethe zokuthi amapuleti athwala i-ABF ayeswele kakhulu, futhi umjikelezo wokulethwa wawusunamasonto angama-30 kuphela. Ngokutholakalela kwepuleti le-ABF yenethiwekhi, intengo nayo iqhubekile nokukhuphuka. Idatha ikhombisa ukuthi kusukela kwikota yesine yanyakenye, intengo yebhodi yezinkampani ezithwala i-IC iqhubekile nokukhuphuka, kufaka phakathi i-BT carrier board icishe ibe ngu-20%, kuyilapho i-ABF board board inyuke ngo-30% – 50%.
Njengoba amandla okuphatha i-ABF ikakhulukazi esezandleni zabakhiqizi abambalwa eTaiwan, eJapan naseNingizimu Korea, ukunwetshwa kwabo komkhiqizo nakho bekulinganiselwe esikhathini esedlule, okwenza futhi kube nzima ukunciphisa ukushoda kokuthwala kwe-ABF ngesikhashana isikhathi. Okubaluleke kakhulu kwepuleti lesithwali le-ABF yifilimu yokwakha. Njengamanje, ama-99% wezinto ezisendlalelo ze-ABF emakethe zinikezwa yiJapan # Ajinomoto. Ngenxa yomkhawulo wokukhiqiza, ukunikezwa kuyashoda.

Ukuze kunqotshwe inkinga yokuthi izinto zokwengeza ungqimba lwe-ABF zilawulwa ngabakhiqizi baseJapan futhi amandla okukhiqiza awanele, ubuchwepheshe be-crystallography benze yonke imizamo yokutshala imali # ocwaningweni oluzimele nasekuthuthukisweni kwamafilimu okupakisha ama-semiconductor aphezulu kanye nezinto ezithwala i-ABF muva nje iminyaka. Njengamanje, ukuphela komholi emkhakheni wezinto zokwenziwa kwefilimu ye-ABF eTaiwan, enethemba lokukhuthaza ukwenziwa kwendawo okwenziwa ngayo izinto eTaiwan’s semiconductor material # supply chain. Ubuchwepheshe beTaiwan Jinghua ngumkhiqizi wokuqala eChina ukuzithuthukisa ngokuzimela nokukhiqiza ifilimu iTaiwan build up (TBF) ye-ABF carrier plate. Njengamanje, imikhiqizo iqinisekiswe ngabakhiqizi abaningi ekhaya naphesheya futhi ithunyelwe ngamanani amancane.