Fears of a disruption in the AI chip supply chain appear overblown as Japan’s Asahi Kasei has revamped its PSPI (photosensitive polyimide) shipments to focus on major customers like TSMC for CoWoS advanced packaging, with smaller customers edged out amid heavy demand, media report, warning that if the PSPI bottleneck isn’t resolved in a timely manner, it will cause pain. 1/2 $Taiwan Semiconductor(TSM.US) $Advanced Semiconductor Engineering(ASX.US) $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US) #semiconductors #semiconductor
Source: Dan Nystedt