The main problem is associated with the asahi bowl – an important component used in the advanced packaging of chips produces a light -sensitive polyimide (PSPI). This material allows you to create multi -layered structures necessary for accelerators such as NVIDIA chips. Due to the sharp growth in the PSPI demand, the company from Japan cannot provide all customers on the same skin and will now give priority to large customers.
Asahi bowl and the TSMC will continue to have close ties and the Japanese will probably continue to serve the Taiwan company, first of all, the remaining manufacturers, including Intel, Samsung and ASE technology, may face interruptions. This can affect the production of new AI products and slow down the development of technology.
The situation is particularly concerned about Nvidia, which is directly connected to Cowos in TSMC. Considering that NVIDIA is not yet an alternative supplier, possible delays in the production of chips can affect the cost and conditions of the release of devices.
Source: Ferra
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