Core Viewpoint - Asahi Kasei's supply adjustments of PSPI materials have significant implications for the global semiconductor industry, highlighting the tension between surging AI computing demands and limited production capacity [1][2]. Group 1: PSPI Material Overview - PSPI (Photosensitive Polyimide) is a high-performance polymer material that combines excellent dielectric properties, mechanical strength, and heat resistance with photosensitivity, playing a crucial role in semiconductor packaging and advanced packaging processes [3][5]. - The global market for PSPI materials is projected to reach USD 402 million in 2024 and USD 802 million by 2030, with major suppliers dominating approximately 95% of the market share [5][9]. Group 2: Domestic Market and Companies - The domestic PSPI market in China is expected to reach RMB 820 million in 2024, driven by the increasing demand for AI computing chips and advanced packaging technologies [9]. - Key domestic players in the PSPI market include Bomi Technology, Dinglong Holdings, Aisen Semiconductor, and Shengquan Group, with various companies actively developing and producing PSPI materials [10][11][12][13]. Group 3: Company Highlights - Bomi Technology has achieved mass production of PSPI materials and is involved in a national key research project for 2.5D/3D packaging technology [10]. - Dinglong Holdings has developed multiple semiconductor packaging materials and is set to begin mass production in 2024 [11]. - Aisen Semiconductor is launching its first domestic positive PSPI product in 2024 and is also working on various other PSPI types [12]. - Shengquan Group has established a pilot line for PSPI and plans to expand production significantly by 2025 [12].

【DT新材料】 获悉，近日，日本 旭化成 向部分客户发出供应调整通知， 拟收 紧其PIMEL系列感光材料供应，此次供应限制主要系AI算力需求快速 增长，导致该公司产能无法及时匹配市场需求所致。 市场更有最新消息称公司 将断供其 液态感光性聚酰亚胺（PSPI）材料（商品名PIMEL）。 鼎龙股份 ，具有 200吨/年显示面板用PSPI，另外 仙桃产业园1000吨PSPI产线投产，PFAS Free PSPI、BPDL产品已完成性能优化、实验线验证阶段，并 送样国内主流面板厂客户G6代线验证。 万润股份 ， OLED用光敏聚酰亚胺（PSPI）已经在下游面板厂实现供应。去年10月， 公司宣布将与京东方材料、德邦科技、业达经发共同出资设立烟台 京东方材料科技有限公司。 八亿时空 表示其 聚酰亚胺（PSPI） 在客户端验证顺利。近日，公司子公司浙江时光新能源有限公司项目环评文件的公示，涉及年产50吨高端光刻胶树脂 (PHS)，200吨光敏聚酰亚胺(PSPI)的生产能力。 PSPI是一种具有光敏性和耐热性双重功能的聚酰亚胺溶液，属于高端聚酰亚胺，是一种在高分子链上兼有亚胺环以及光敏基因的有机材料，在暴露于 光或紫外线时会 ...