Will cover the crystal foundation plate future the city situation all to look at the Intel complexion
Spreads the will to be bold
Last May 1, the date moonlight I C foundation plate produced the strategic place Chungli factory fire, fired the following I C foundation plate to lack the goods raging tide, the revertex floodgate ball array foundation plate (PBGA) and covers the crystal foundation plate (FC Substrate) a price group anabatic wind to rise, the light was from last May to in the year's end eight months time, average price on rise approximately three tenths. But, the base lumber yard service all knew that, PBGA foundation plate last year the price was really greatly rises, but covered the crystal foundation plate part, only had produces goods greatly rises for Intel, other only had the slightly price adjustment, the increase scope actually one ○ % all.
Covers the crystal foundation plate city situation two-pole to respond, actually most main reason on in customer structure. At present uses covers the crystal foundation plate the non- Intel product, mainly still drew a chart the chip, the chip group's northern bridge chip and so on primarily, the certainly biggest customer group was NVIDIA, ATi, the prestige is abundant, 矽 the series and so on several family properties. Because cartography chip and chip group last year second half year inducted time nine ○ 奈 metric systems regulations was not suitable, causes to use covers the crystal seal and covers the crystal foundation plate the proportion to be still low, certainly also created covers the crystal foundation plate price not to see the anabatic wind to rise the quotation.
But delivers Intel to cover the crystal foundation plate, the price actually is as soon as rises rises again, the principal factor lies in Intel the processor and the chip group, uses covers the crystal foundation plate layer to increase, but the present time spot just happens to meet Intel the processor to cover the crystal seal and the foundation plate design principle, possibly pushes by the present third generation to the fourth generation. Therefore Intel's foundation plate suppliers are not willing in this time to expand produce, but the foundation plate layer increases massively reduces existing producing energy, produces goods covers the crystal foundation plate nature for Intel seriously to fall short of demand, the price greatly rises also � a minute reason.
Only is along with covers the crystal foundation plate to account for the total cost proportion to pull high, Intel as if also feels the situation not to be a little right, therefore starts to seek the new foundation plate supplier, certainly is not too making industry in and the market public figure is surprised. Entire diligent General Manager Hu Chuch'ing said that, covers the crystal foundation plate technology or to have to depend on Intel to impel, only now Intel does not have truly decided when changes covers the crystal foundation plate design principle, therefore the whole world mainly covers the crystal base lumber yard, always does not have the investment to construct the new factory the movement, but Intel in order to must obtain the foot 夠 covers the crystal foundation plate source of goods, future will give the order form other base lumber yards, certainly will be has the possibility very much the matter.
Because the present whole world covers the crystal foundation plate to produce goods in the quantity under, some seven tenths still were wrap by Intel, but anticipated Intel in order to fall 低覆 the crystal foundation plate price, or constrains the foundation plate rise in price, seeks the new foundation plate supplier, will be the quickest way. Therefore this year did cover crystal foundation plate city situation like last year to be whether good, then needed to regard Intel the movement to decide, so long as Intel had determined the new design principle, started to expand covers outside the crystal foundation plate committee the order form quantity, then covered the crystal foundation plate market to be supposed also to have lacks again a year to two years time good scene.
AI
