ABF substrate costs more likely to rise
Jay Liu, Taipei; Willis Ke, DIGITIMES
ABF substrate costs are more likely to rise later within the first half of 2021, pushed by rebounding demand for crypto mining chips and a pointy rise in demand for server functions beginning within the second quarter, based on trade sources.
However IC substrate makers famous they are going to be cautious about pricing, relying on whether or not they should fulfill rush orders or to replicate value hikes in upstream supplies, the sources stated.
The sources stated Nvidia, Xilinx and Chinese language crypto mining chips distributors have all positioned extra orders with Taiwan’s three main ABF substrates suppliers Unimicron Know-how, Nan Ya PCB and Kinsus Interconnect Know-how over the previous six months, in order to scale back the dangers of overly counting on any single provider.
In response to the rebounding crypto mining fever, Nvidia is mulling re-launching a GPU card solely for mining, in order to forestall mining functions from squeezing gross sales of GPU playing cards for basic gaming functions, the sources continued.
However IC substrate makers are effectively conscious that the mining fever is very related to fluctuations within the values of digital currencies and subsequently isn’t a steady supply of revenue, the sources indicated.