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市場傳聞:日本消費品公司加大晶片材料投入

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-- 根據《日經新聞》週四報道,日本消費品製造商正進一步進軍半導體材料領域,以滿足人工智慧驅動的需求。 報告稱,花王株式會社(TYO:4452)已在台灣設立中心,開發和生產晶片清洗劑,客戶包括台積電(TPE:2330)。隨著先進晶片對污染控制的需求日益增長,花王此舉旨在推動晶片清潔劑的研發和生產。 報告稱,花王半導體清潔劑的銷售額成長了約40%,帶動化學品收入成長7%,達到4,515億日圓。 報告稱,味之素(TYO:2802)正在擴大其ABF絕緣膜的產能。 ABF絕緣膜在全球晶片基板市場佔有超過95%的份額。味之素計畫在2030年投資超過250億日圓用於ABF絕緣膜的生產。 報道稱,櫻花色彩產品株式會社和日新製粉(TYO:2002)旗下的日新工程公司也將傳統技術應用於晶片生產流程。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)

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