Singapore has increased their Substrate imports as they ramp packaging capacity.
But want's most interesting is where all those substrates are coming from - Malaysia.$ATS(ATS.US).VIE $222800.KQSource: Chips & Wafers
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Singapore has increased their Substrate imports as they ramp packaging capacity.
But want's most interesting is where all those substrates are coming from - Malaysia.$ATS(ATS.US).VIE $222800.KQSource: Chips & Wafers
Intel $Intel(INTC.US) EMIB Supply Chain
Flip-Chip AssemblyBumpingPowertech Technology $6239.TW Amkor Technology $Amkor Tech(AMKR.US) Die BondASMPT $0522.HK Kulicke & Soffa $Kulicke and Soffa(KLIC.US) Laser MarkingE&R Engineering $8027.TWOPlasma CleaningE&R Engineering $8027.TWOEMIB SubstrateIC SubstrateIbiden $4062.T Unimicron $3037.TWO AT&S $ATS(ATS.US).VI Shinko ABF Film LaminationAjinomoto $2802.T Eternal Precision Mechanics $7795.TWOBridge Die BondToray $3402.TElectroplatingASMPT NEXXLaser via DrillingMitsubishi Electric $6503.TBaking Oven Group Up $6664.TWOOther ComponentsSilicon Capacitor AP Memory $6531.TW Samsung Electro-Mechanics $009150.KSSilicon Capacitor Foundry Powerchip $6770.TW United Microelectronics $United Microelectronics(UMC.US) Winbond $2344.TWInformation derived from Nomura Securities, but I included couple names in the supply chain I believe they missed - AT&S, Ajinomoto