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高端芯片先进封装量产线本月开工明年通线
Chang Jiang Ri Bao· 2025-10-10 03:17
□ 长江日报记者陈永权 10月9日,国庆长假后上班首日,2025年四季度全市重大项目建设推进会举 行。长江日报记者现场获悉,四季度,我市计划开工项目174个、总投资1239.6亿 元。其中,产业项目103个,占总投资73.6%,成为拉动经济增长的重要引擎。 市发展改革委相关负责人表示,全力以赴推进项目投资攻坚,推动项目能开快 开、应开尽开、应统尽统,为奋力实现"全年红"目标奠定坚实基础。 "投资于物"同"投资于人"紧密结合。 ■ 支柱产业项目总投资占比超五成 今天的投资质量,就是明天的产业水平。 位于东湖高新区光谷一路的先进封装综合实验平台二期及产业化基地项目,计 划10月开工,明年10月通线试运行,建设国内高端芯片先进封装量产线,将中试 平台创新成果直接导入量产,构建以实验室为引领,贯穿先进封装"基础研究—概 念验证—研发—小试—中试—产业化"全链条的创新闭环。 东湖高新区相关负责人介绍,该项目将与人工智能芯片、光芯片、化合物半导 体、硅光等创新载体联动,在未来10年内推动超50家产业链上下游创新创业团队 落户光谷。 扩大先进制造业有效投资,既对当前稳增长具有重要作用,又引领未来的产业 结构和发展后劲。 位 ...
芯片,怎么连(下)
半导体行业观察· 2025-08-19 01:24
Core Viewpoint - The article discusses the evolution and significance of on-die interconnects in advanced packaging technologies, highlighting the transition from traditional single-die packages to multi-die packages that require internal interconnects [2][6]. Group 1: On-Die Interconnects - On-die interconnects have become essential for signal transmission within chips, especially as advanced packaging allows for multiple components within a single package [2][6]. - The internal interconnect methods can be categorized into bonds and various interconnect structures, with bonding being a direct connection to the die or package substrate [2][6]. Group 2: Bonding Techniques - Bonding methods are broadly classified into three categories: wire bonding, C4 bump bonding, and direct bonding, with wire bonding being the oldest and still widely used for small dies [6][7]. - C4 bonding involves connecting solder balls directly to the die pads, allowing for higher connection density, particularly in BGA packages [20][24]. - Hybrid bonding, a newer technique, allows for direct bonding of metal pads without intermediary materials, enhancing connection reliability [38][39]. Group 3: Substrate and Interposer Technologies - Substrates in advanced packaging are similar to PCBs, consisting of alternating layers of metal wiring and dielectric materials, facilitating signal routing [47][50]. - Interposers serve as intermediary layers that enable multiple chip connections, improving signal integrity and reducing communication power consumption [58][61]. - The use of silicon interposers is prevalent due to their high wire density, although they are more expensive than organic materials [63][64]. Group 4: Material Considerations - The choice of materials for substrates and interposers is critical, with options including organic materials, silicon, and glass, each offering different performance characteristics [51][68]. - Organic interposers are being explored as a cost-effective alternative to silicon interposers, with ongoing developments in their manufacturing processes [69][70]. Group 5: Future Trends - The article emphasizes the ongoing research and development in hybrid bonding and interposer technologies, aiming to achieve tighter connection pitches and improved performance in future semiconductor applications [39][42][73].
今年上半年,南京全社会用电量372.38亿千瓦时,连创新高
Nan Jing Ri Bao· 2025-08-18 02:44
Group 1: Electricity Consumption and Economic Growth - Nanjing's total electricity consumption reached 37.238 billion kWh in the first half of the year, with a GDP of 917.918 billion yuan, reflecting a 5.3% year-on-year growth [1] - The peak electricity load in Nanjing hit a historical high of 16.43 million kW on July 7, indicating strong economic activity [1] Group 2: Consumer Activity and Power Demand - From January to July, the wholesale and retail sector's electricity consumption increased by 12.55% year-on-year, driven by events like music and beer festivals [2] - The core area of the Fuzimiao business district saw a 13% year-on-year increase in electricity consumption since July, attributed to the vibrant night market economy [2] - The "Rich Road" area, a popular tourist destination, experienced a 19% increase in electricity usage, necessitating upgrades to outdated power distribution equipment [2] Group 3: Digital Economy and Power Usage - Nanjing Tencent Digital Co., Ltd. reported a staggering 520.26% year-on-year increase in electricity consumption from January to July, highlighting the growth in the digital economy [4] - The average load of Tencent's data center is 70,000 kW, equivalent to the simultaneous operation of six manufacturing plants [4] Group 4: Green Transition and Electric Vehicle Growth - Nanjing's production of new energy vehicles surged by 45% in volume and 68.9% in retail value in the first half of the year, with over 4000 public charging stations and more than 220,000 private charging piles [5] - The electricity consumption of the charging and swapping service industry rose by 51.64% year-on-year, reflecting the growing market for electric vehicles [5] Group 5: Advanced Manufacturing and Power Support - The second industry in Nanjing saw a 4.1% year-on-year increase in added value, with significant projects in advanced manufacturing [6] - The Chip Technology AI advanced packaging base project in Jiangbei New Area requires high power reliability, with the power supply company completing necessary infrastructure ahead of schedule [6] Group 6: Efficient Power Services for Industry - The Nanjing power supply company has successfully completed 43 major project connections this year, enhancing the electricity service environment for businesses [7] - The rapid response to power supply requests, such as the 3000 kVA application for the Yika Intelligent Vehicle project, demonstrates the efficiency of the local power service [7]
沃格光电(603773.SH):与行业内多家客户合作开发的玻璃基大算力芯片先进封装在大型服务器的产业化应用
Ge Long Hui· 2025-08-14 08:00
Group 1 - The company, Woge Optoelectronics (603773.SH), is collaborating with multiple clients in the industry to develop advanced packaging for glass-based high-performance chips [1] - The project related to the industrial application of these chips in large servers is progressing smoothly [1] - The company indicates that while the project is on track, it will require some time before entering full industrial application [1]
全球首家机器人4S店亮相北京亦庄;三星正研发415mm×510mm面板级先进封装SoP丨智能制造日报
创业邦· 2025-08-13 03:46
Group 1 - The world's first physical robot 4S store has opened in Beijing, offering sales, spare parts, after-sales service, and feedback services, differentiating itself from traditional car 4S stores by showcasing multiple brands of robots [2] - GAC Group showcased several robots at the World Robot Conference, planning to start mass production in 2027 and aiming for a revenue exceeding 1 billion by 2030, with a focus on healthcare and security applications [2][3] - Global smart glasses shipments saw a 110% year-on-year increase in the first half of 2025, driven by strong demand for Meta's Ray-Ban smart glasses and the entry of new brands like Xiaomi and RayNeo [2][3] Group 2 - Samsung is developing a new advanced packaging technology called System on Panel (SoP) to compete for large-scale chip system integration orders, utilizing a rectangular panel size of 415mm x 510mm [2]
新恒汇(301678.SZ):公司的物联网eSIM芯片封装主要是面向物联网身份识别芯片
Ge Long Hui· 2025-08-12 07:19
Group 1 - The core viewpoint of the article is that Xin Henghui (301678.SZ) focuses on the packaging of IoT eSIM chips primarily for IoT identity recognition [1] - The downstream application areas for the company's IoT eSIM chips include wearable devices, IoT consumer electronics, and industrial IoT [1]
群智咨询:BT基板短缺致BGA封装产能紧张 车载CIS封装方案加速转型
智通财经网· 2025-07-31 09:11
Core Viewpoint - The shortage of BT substrates is causing a continuous tightening of BGA packaging capacity, leading to delivery cycles extending beyond 20 weeks, while COB packaging is gaining preference due to its cost-effectiveness and stable raw material supply [1] Group 1: BT Substrate Overview - BT resin substrates are essential for BGA packaging, providing mechanical reliability under extreme temperature cycles due to their low thermal expansion coefficient [2] - BGA packaging typically uses multi-layer stacked structures (6-8 layers) for high-reliability chip support [2] Group 2: Causes of BT Substrate Shortage - The surge in AI server demand is straining BT material capacity, with TSMC's advanced packaging expansion prioritizing ABF substrate orders, which share raw materials with BT substrates [3] - Apple has mandated its memory chip suppliers to use BT substrates for the iPhone 17 series, increasing future demand for this packaging solution [3] - Supply-side issues include extended delivery times for key materials like copper foil substrates and high-grade fiberglass cloth, with delays of 4-5 months reported [3] - Geopolitical factors and tariff uncertainties have led to stockpiling by manufacturers, amplifying short-term demand [3] Group 3: Domestic Replacement Progress - Domestic BT substrate manufacturers are still in a technology ramp-up phase, relying on imported materials and equipment, with a highly concentrated supply of low CTE fiberglass cloth [4] - Japanese companies dominate the high-end low CTE fiberglass market, holding 92% market share, while domestic alternatives face significant technical challenges [4] Group 4: Future Supply Outlook - A turning point in BT substrate supply is expected in the second half of 2026, driven by capacity ramp-up and technological advancements in East Asia [5] - Key milestones include the certification of Taiwanese fiberglass suppliers and the ramp-up of domestic production, which will significantly increase supply [5] - By Q3 2026, the shortage rate is projected to narrow to 5%-7%, although challenges remain in high-end sectors due to certification processes and non-linear growth in AI server demand [6]
晶方科技:预计2025年上半年净利润同比增长36.28%-58.99%
news flash· 2025-07-11 09:35
Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of 150 million to 175 million yuan for the first half of 2025, representing a year-on-year growth of 36.28% to 58.99% [1] - After excluding non-recurring gains and losses, the expected net profit is approximately 135 million to 155 million yuan, with a year-on-year increase of 49.54% to 71.69% [1] Company Performance - The company is experiencing significant growth in the automotive intelligent sector, particularly in the automotive CIS chip market [1] - The scale and technological advantages of the company's packaging business in the automotive CIS field are continuously improving [1]
合肥400亿产业巨头,下场搞CVC
投中网· 2025-07-04 09:07
Core Viewpoint - Hefei is intensifying its efforts in the semiconductor sector with the establishment of the "Hefei Jinghui Chuangxin Investment Fund," which has a scale of 300 million RMB, backed by three publicly listed companies in the semiconductor industry [4][10]. Group 1: Fund Establishment and Structure - The "Hefei Jinghui Chuangxin Investment Fund" was jointly established by three companies: Jinghe Integrated Circuit, Huicheng Co., and Guanggang Gas, with a total market capitalization of approximately 60 billion RMB [4][5]. - Jinghe Integrated Circuit contributed 200 million RMB, while Huicheng Co. and Guanggang Gas each contributed 50 million RMB [5]. - The fund is managed by "Hefei Jinghe Huixin," a private equity investment institution formed by a partnership between Jinghe Integrated Circuit and Huicheng Co. [4][8]. Group 2: Industry Context and Trends - The establishment of this fund reflects a growing trend of corporate venture capital (CVC) in the primary market, indicating that industry giants are increasingly participating in equity investment [6][11]. - Hefei's industrial ecosystem is evolving, with local industry leaders like Changxin Storage and Chery Automobile becoming key players in the investment landscape [4][12]. - The fund's creation is part of a broader initiative by Anhui province to promote investment in emerging industries, including artificial intelligence, new energy vehicles, and semiconductors [12][13]. Group 3: Company Profiles - Jinghe Integrated Circuit is the third-largest wafer foundry in China and the largest in Hefei, achieving a revenue increase from 230 million RMB in 2018 to over 10 billion RMB in 2022, culminating in a 40 billion RMB valuation upon its IPO in 2023 [7][8]. - Huicheng Co. specializes in advanced packaging for display driver chips and became the first domestic company to achieve mass production of 12-inch wafer gold bump packaging [8][10]. - Guanggang Gas is the largest supplier of high-purity electronic gases in China, holding a 15.3% market share in the electronic gas sector as of 2024 [10][11]. Group 4: Investment Strategy and Impact - The fund aims to leverage the expertise and resources of its founding companies to identify and invest in promising startups within the semiconductor industry [10][12]. - The establishment of this fund is indicative of a strategic shift in Anhui's investment landscape, where local industry leaders are expected to play a significant role in nurturing and supporting the growth of the regional startup ecosystem [12][14].
台积电先进封装,再度领先
半导体行业观察· 2025-03-27 04:15
Core Viewpoint - NVIDIA's next-generation Rubin AI architecture will utilize the company's first SoIC packaging, indicating a significant shift in the hardware market with the integration of advanced components like HBM4 [1][5] Group 1: SoIC Packaging Development - TSMC is rapidly constructing factories in Taiwan to shift focus from advanced packaging (CoWoS) to SoIC, with expectations for NVIDIA, AMD, and Apple to release next-generation solutions based on this design [1][2] - SoIC allows for the integration of different chips, reducing internal circuit layout space and lowering costs, with AMD being an early adopter and Apple expected to follow with its M5 chip [2][3] - TSMC's SoIC production capacity is projected to reach 15,000 to 20,000 wafers by the end of this year, with plans to double that capacity next year [2][6] Group 2: NVIDIA's Rubin Architecture - The Rubin GPU will separate the GPU and I/O die, utilizing N3P and N5B processes respectively, and will integrate these components using SoIC packaging [2][5] - The Vera Rubin NVL144 platform is expected to deliver up to 50 PFLOPS of FP4 performance with 288 GB of HBM4 memory, while the NVL576 will provide up to 100 PFLOPS and 1 TB of HBM4e capacity [5] Group 3: Workforce and Production Adjustments - TSMC plans to adjust its workforce from 8-inch fabs to support advanced packaging facilities, aiming to recruit 8,000 new employees this year to reach a target of 100,000 [3] - The company is actively preparing for the integration of SoIC technology, which is seen as crucial for future developments in semiconductor packaging [3][6]