Page 116 - 電路板季刊第111期

114 產業脈動 AI supply chain at risk: the T-Glass factor

AI su pply cha in a t risk:
AI supply chain at risk:

the T-Gla ss fa cto r
the T-Glass factor

How a Japanese glass fiber company represents a

material' risk scenario for the AI chips supply chain.

Dr. Bilal Hachemi, Senior Technology & Market Analyst,
Semiconductor Packaging at Yole Group.

As AI demand surges, new bot- ing supply risks, pricing pressure, and
tlenecks are emerging deep within the structural vulnerabilities.
semiconductor materials supply chain. Through its extensive collection
In this new article, Bilal Hachemi, PhD, of reports on semiconductor materials,
Senior Technology & Market Analyst, substrates, PCB technologies, and sup-
Semiconductor Packaging at Yole Group, ply chain dynamics, Yole Group helps
examines how T-Glass, an ultra-spe- industry leaders anticipate disruptions
cialized glass fiber largely controlled by and seize emerging business opportuni-
Nittobo, could become the next critical ties.
constraint for advanced packaging and
AI hardware. Pour yourself a coffee and explore
Building on lessons from the 2021 a new lens on the semiconductor indus-
ABF shortage, Bilal highlights grow- try!