01
Nguva yekuendesa yebhodhi yekutakura inonetsa kugadzirisa, uye fekitori yeOSAT inokurudzira kushandura fomu rekurongedza.

Iyo IC yekurongedza uye yekuyedza indasitiri iri kushanda nekumhanya kuzere.Vakuru vakuru vekunze kwekurongedza uye kuyedzwa (OSAT) vakataura pachena kuti muna 2021 zvinofungidzirwa kuti iyo inotungamira furemu yekubatanidza waya, iyo substrate yekurongedza, uye epoxy resin yekurongedza (Epoxy) inotarisirwa kushandiswa muna 2021. Kupihwa uye kudiwa kwezvinhu zvakaita seMolding Compund kwakaomarara, uye zvinofungidzirwa kuti zvichave zvakajairwa muna 2021.

Pakati pavo, semuenzaniso, iyo yepamusoro-inoshanda komputa (HPC) machipisi anoshandiswa muFC-BGA mapakeji, uye kushomeka kweABF substrates kwakonzera vatungamiri vepasi rese vanogadzira chip kuti vaenderere mberi nekushandisa iyo pasuru yekugona nzira kuona kwakabva zvinhu.Panyaya iyi, chikamu chekupedzisira cheindasitiri yekurongedza uye yekuyedza yakaratidza kuti ivo vari kunyanyoda zvishoma zvigadzirwa zveIC, senge memory main control chips (Controller IC).

Pakutanga muchimiro cheBGA kurongedza, kurongedza uye kuyedza zvidyarwa zvinoramba zvichikurudzira vatengi chip kuti vachinje zvinhu uye kutora CSP kurongedza zvinoenderana neBT substrates, uye kuyedza kurwira kuita kweNB/PC/game console CPU, GPU, server Netcom chips. , nezvimwewo, Iwe uchiri kufanira kutora ABF mutakuri bhodhi.

Muchokwadi, iyo yekutakura bhodhi yekuendesa nguva yakarebesa kubva mumakore maviri apfuura.Nekuda kwekukwira kuchangobva kuitika muLME mitengo yemhangura, iyo inotungamira furemu yeese IC uye mamodule emagetsi yakawedzera mukupindura kune mutengo chimiro.Kana iri mhete Yezvishandiso zvakaita seokisijeni resin, indasitiri yekurongedza uye yekuyedza yakanyeverawo kutanga kwa2021, uye iyo yakasimba yekupihwa uye yekudiwa mamiriro mushure memwedzi mutsva gore rino richava pachena.

Dutu rechando rekare muTexas kuUnited States rakakanganisa kupihwa kwezvinhu zvekurongedza senge resin uye mamwe makemikari akakwira.Mazhinji makuru ekugadzira zvinhu zvechiJapan, anosanganisira Showa Denko (iyo yakasanganiswa neHitachi Chemical), icharamba iine makumi mashanu muzana ezvekutanga zvekushandisa kubva muna Chivabvu kusvika Chikumi., Uye iyo Sumitomo system yakashuma kuti nekuda kwehuwandu hwekugadzira huwandu huripo muJapan, ASE Investment Holdings uye yayo XX zvigadzirwa, izvo zvinotenga zvekurongedza zvinhu kubva kuSumitomo Group, hazvizokanganiswe zvakanyanya kwenguva iripo.

Mushure meiyo yepamusoro yekugadzira dhizaini yakasimba uye yakasimbiswa neindasitiri, iyo chip indasitiri inofungidzira kuti kunyangwe iyo yakarongwa hurongwa hwekugona kwave kunosvika gore rinotevera, kugoverwa kwakatemwa.Icho chipingamupinyi chiri pachena kune chip kutakura chipingamupinyi chiri mune inotevera nhanho.Packaging uye kuedza.

Iyo yakasimba yekugadzira kugona kwechinyakare waya-bonding (WB) yekurongedza ichave yakaoma kugadzirisa nzira yese kusvika pakupera kwegore.Flip-chip packaging (FC) yakachengetedzawo chiyero chekushandisa padanho repamusoro-soro nekuda kwekudiwa kweHPC nemachipisi emigodhi, uye FC kurongedza kunofanirwa kunge kwakura.Iyo yakajairika yekupihwa yekuyera substrates yakasimba.Kunyangwe iyo yakanyanya kushaikwa iABF mabhodhi, uye mabhodhi eBT achiri kugamuchirwa, indasitiri yekurongedza uye yekuyedza inotarisira kuti kusimba kweBT substrates kuchauyawo mune ramangwana.

Pamusoro pekuti mota dzemagetsi machipisi akachekwa mumutsara, iyo yekurongedza uye yekuyedza chirimwa yakateera kutungamira kweindasitiri yekugadzira.Pakupera kwekota yekutanga uye kutanga kwechikamu chechipiri, yakatanga kugamuchira kurongeka kwezvimedu kubva kune vatengesi vepasi rose chip muna 2020, uye zvitsva zvakawedzerwa muna 2021. The wafer kugadzira simba Austrian rubatsiro inofungidzirwa kutanga. muchikamu chechipiri.Sezvo kurongedza uye kuyedza maitiro ari kunonoka mwedzi 1 kusvika 2 kubva kunowanikwa, iwo mahombe ebvunzo anozoviriswa pakati pegore.

Tichitarisa kumberi, kunyangwe iyo indasitiri inotarisira kuti iyo yakasimba yekurongedza uye yekuyedza kugona haizove nyore kugadzirisa muna 2021, panguva imwe chete, kuwedzera kugadzirwa, zvakakosha kuyambuka waya yekubatanidza muchina, muchina wekucheka, muchina wekuisa uye kumwe kurongedza. midziyo inodiwa pakurongedza.Nguva yekutumira yawedzerwawo kusvika kune imwe chete.Makore nemamwe matambudziko.Nekudaro, iyo indasitiri yekurongedza uye yekuyedza ichiri kusimbisa kuti kuwedzera kwekurongedza uye yekuyedza foundry mitengo ichiri "chirongwa chehunyanzvi" chinofanira kutarisisa hukama hwepakati uye hwenguva refu hwevatengi.Naizvozvo, isu tinogona zvakare kunzwisisa kuomerwa kwazvino kweIC dhizaini yevatengi kuve nechokwadi chepamusoro chekugadzira kugona, uye kupa vatengi mazano akadai sekuchinja kwezvinhu, shanduko yepakeji, uye kutaurirana kwemitengo, izvo zvakare zvakavakirwa pahwaro hwenguva refu yekudyidzana inobatsira. nevatengi.

02
Iyo migodhi boom yakaramba ichisimbisa huwandu hwekugadzira hweBT substrates
Iyo yepasi rose migodhi boom yatonga, uye zvicherwa machipisi zvave zvakare nzvimbo inopisa pamusika.Iyo kinetic simba rekutengesa cheni maodha yanga ichiwedzera.Vagadziri veIC substrate vanowanzo ratidza kuti huwandu hwekugadzira hweABF substrates hunowanzo shandiswa kumigodhi chip dhizaini munguva yakapfuura hwakapera.Changlong, pasina mari yakakwana, haigone kuwana mari yakakwana.Vatengi vanowanzo chinja kune huwandu hukuru hweBT inotakura mabhodhi, izvo zvaitawo kuti mitsara yekugadzira yeBT inotakura bhodhi yevagadziri vakasiyana-siyana yave yakasimba kubva kuLunar New Year kusvika ikozvino.

Indasitiri yakakodzera yakaratidza kuti kune marudzi mazhinji emachipisi anogona kushandiswa kumigodhi.Kubva kune ekutanga-yekupedzisira-ekupedzisira maGPU kusvika kune yakazozivikanwa migodhi ASICs, inoonekwa zvakare yakanyatso kusimbiswa dhizaini mhinduro.Mazhinji eBT anotakura mabhodhi anoshandiswa kune rudzi urwu rwekugadzira.ASIC zvigadzirwa.Chikonzero nei BT inotakura mabhodhi inogona kuiswa kumigodhi ASICs inyaya yekuti zvigadzirwa izvi zvinobvisa mabasa asina basa, zvichisiya chete mabasa anodiwa kumigodhi.Zvikasadaro, zvigadzirwa zvinoda yakakwirira komputa simba zvichiri kufanira kushandisa ABF inotakura mabhodhi.

Naizvozvo, panguva ino, kunze kweiyo migodhi chip uye ndangariro, iyo iri kugadzirisa inotakura bhodhi dhizaini, pane diki nzvimbo yekutsiva mune mamwe maapplication.Vekunze vanotenda kuti nekuda kwekukasira kubatidzwazve kwezvikumbiro zvemigodhi, zvichave zvakaoma kukwikwidza nevamwe vakuru veCPU neGPU vagadziri vakamira kwenguva yakareba yeABF inotakura bhodhi rekugadzira.

Tisingarevi kuti mazhinji emitsetse mitsva yekugadzira yakawedzerwa nemakambani akasiyana akatopihwa chibvumirano nevagadziri ava vanotungamira.Kana iyo mining boom isingazive kuti ichanyangarika rinhi, makambani emigodhi chip haana nguva yekujoinha.Nemutsetse wakareba wakamirira weABF mabhodhi ekutakura, kutenga mabhodhi ekutakura eBT pamwero mukuru ndiyo nzira inoshanda.

Tichitarisa kudiwa kweakasiyana mashandisirwo eBT anotakura mabhodhi muhafu yekutanga ya2021, kunyangwe kazhinji ichikwira kumusoro, kukura kwemachipi emigodhi kunoshamisa.Kucherechedza mamiriro emirairo yevatengi hakusi kudiwa kwenguva pfupi.Kana ikaramba ichienderera muhafu yechipiri yegore, pinda mutakuri weBT.Mumwaka wechinyakare wepamusoro webhodhi, kana iri kudiwa kwakanyanya kwenharembozha AP, SiP, AiP, nezvimwewo, kusimba kweBT substrate kugadzira kugona kunogona kuwedzera.

Nyika yekunze inotendawo kuti hazvitaurwi kuti mamiriro acho ezvinhu achashanduka mumamiriro ezvinhu apo makambani emigodhi chip anoshandisa kuwedzera kwemitengo kubata simba rekugadzira.Mushure mezvose, zvikumbiro zvemigodhi parizvino zvakamisikidzwa semapurojekiti ekubatana kwenguva pfupi kune varipo BT inotakura bhodhi vanogadzira.Panzvimbo pekuve chigadzirwa chenguva refu chinodiwa mune ramangwana seAiP modules, kukosha uye kukosha kwesevhisi zvichiri zvakanakira zvechinyakare nharembozha, zvemagetsi zvevatengi uye vagadziri vekukurukurirana chip.

Indasitiri inotakura zvinhu yakareurura kuti ruzivo rwakaunganidzirwa kubva pakatanga kubuda kudiwa kwemigodhi kunoratidza kuti mamiriro emusika wezvigadzirwa zvemigodhi haana kugadzikana, uye hazvitarisirwe kuti kudiwa kuchachengetedzwa kwenguva yakareba.Kana iyo kugadzirwa kweiyo BT inotakura mabhodhi ichinyatso kuwedzeredzwa mune ramangwana, inofanirawo kutsamira pairi.Mamiriro ekusimudzira emamwe maapplication haawedzere nyore mari nekuda kwekudiwa kukuru panguva ino.