BIG STORY in the world of #HBM
$Micron Tech(MU.US) is serious about competing in #HBM; orders 50 TCB machines from #Hanmi.Under the hood, there are some important sub-plots in this story:$Micron Tech(MU.US) TCB machines cost 30-40% more than machines sold to #SKHynix. This is the result of Micron using NCF packaging process, while Hynix is using their patented MR-MUF process. This may indicate that Hynix will still lead in terms of HBM perfomance.Hanmi recalled dozens of its customer service engineers stationed at SK Hynix production lines in protest of Hynix adding Hanwha as second TCB supplier.SK Hynix’s procurement team has visited Hanmi Semiconductor’s headquarters to implore them to change course. SK Hynix is concerned that a conflict with Hanmi Semiconductor could lead to problems in repairing and maintaining the equipment, which could lead to its HBM productivity being negatively impactedThe rapid growth of the HBM market has increased the negotiation powers of equipment makers and caused a power shift in the relationship between the customer and equipment supplier.출처 : THE ELEC, Korea Electronics Industry Media(Source: Chips & Wafers
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