群智咨询:预计4月Monitor OC及LCM面板主流规格价格保持温和上涨

4月27日,群智咨询称,4月份,全球MNT面板备货需求仍向好,而供应端依然紧张。需求端,在中国“国补”政策延续及“618”促销备货的共同推动下,国内市场面板采购需求持续释放;随着美国对等关税政策的宣布,以及对中国和东南亚国家关税豁免期的实施,品牌厂在关税豁免期内仍有一定的备货动力,这将进一步推高短期面板采购需求。

Continue reading

FOPLP vs. CoPoS: Two rising formats in panel-level chip packaging

As the demand for advanced packaging technologies like CoWoS (Chip-on-Wafer-on-Substrate) continues to outpace supply, the semiconductor packaging equipment supply chain is increasingly optimistic about the potential of Panel Level Packaging (PLP) to take the baton. With its inherent advantages, such as transforming substrates from round to square, PLP is positioned to become the new mainstream technology for AI chip packaging.

Continue reading