TSMC demand for materials for creating cowos chips has become so great that it causes material deficiencies on the memory market. Mitsubishi Gas Chemical He announced to clients Shipments of raw materials for the production of BT substrates will be strongly delayed due to low delivery.
As the largest supplier of raw materials of BT substrates in the world, MGC delays will cause potential long -term deficiencies in the substrate supply chain, tightening existing problems and costs increases in the memory production segment, especially Nand Flash controllers. Suppliers with existing NAND controller supplies, such as Phison, are expected to win for enormous months.
The advanced Cowos TSMC pack has been identified by the chips industry as a source of this shortage of materials. The Chip-on-Wafer-On-Substrate packaging technology has become the main hit for TSMC among high-class customers, such as NVIDIA and AMD for employ in Enterprise GPU, such as Blackwell. And TSMC has been constantly expanding its Cowos production capacity since the Cowos package is introduced.
Cowos is based on ABF substrates, which usually divide production materials with BT substrates. The status of Lion TSMC in the industry squeezes delivery, and the BT substrate suppliers receive a brief end of the stick. And because TSMC, taking into account the production of processors with 1000 in built -in cowos with a massive of 120 x 150 mm, is only to continue.
MGC attributed delays to short-core glass fabric deficiencies, copper laminates (CCL) and Prepreg (PPG). The glass fabric is also used in packaging and printing the motherboard of corporate servers and consumer smartphones, and the BT substrate suppliers occupy a close priority list.
To avoid shock for the market and end supply, companies at all points of the BT substrate supply chain began to coordinate orders and delivery of material. Low demand for consumer electronics and market fluctuations assigned to uncertain inflammation of tariff ads and removals by the US government helps maintain low consumer demand for materials, as well as avoiding real deficiencies.
Companies such as Phison and Silicon Motion, the most vital suppliers of NAND Flash controllers and EMMC cards made of BT ground, can best gain uncertainty from this period. Phison has already started to acquire additional production capacity from TSMC to secure the sale of the NAND Flash controller as a “main growth engine”, and the orders of the controllers have increased to overtake market deficiencies. It would not be a surprise if prices for NAND Flash controllers opposite the material.
Golden AI is still the greatest development of power equipment around the world, as we have seen at this year’s Computex, and TSMC still receives huge benefits as the proverbial shovel seller. And although this AI boom does not reach the current Doldrums of Consumer Electronics, the current squeezing of the supply proves that it could be a good thing; Consumer electronic rush can now threaten that hugging this squeezing is a much more grave shortage.
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