Crystalline OEM continues to accelerate its layout in the United States, and promotes the United States' advanced packaging factories have recently entered the land preparation project and will strive to be launched by the end of 2028.
The industry news has been released again. The manufacturer will adopt American equipment suppliers first to meet the principle of "American priority", which also means that the Taiwanese rear equipment suppliers may useless locally and will be able to increase the expansion of Taiwan's packaging capacity in the future.
According to industry news, the two advanced packaging factories (AP1 and AP2) planned by NTU in the United States have just entered the land preparation project. The factory is located opposite P3 and is located along the road along the road. It is expected to start the factory in the second half of 2026 and aims to open the factory in 2028. In the process planning, AP1 plans to expand the most advanced SoIC and CoW, while AP2 locks CoPoS to meet local production of AI and HPC chip packaging needs.
From the current Taiwan equipment industry, since Hanweike was purchased by ASML, there has been almost no company in Taiwan that can produce key semiconductor equipment. Currently, Taiwan manufacturers are mostly focusing on the later market, or producing parts or agent equipment for international manufacturers. The booming trend of advanced packaging and expansion in recent years, coupled with the localization of government-positive construction materials and equipment, has created a great wave of honor for Taiwan factories.
After US President Trump came to power, it is necessary to implement the return of US manufacturing industry, and Taiwan's electricity has expanded its investment and pace in the United States. Originally, the market was highly anticipated that Taiwanese equipment merchants could follow Taiwan's electricity to enter the US market. However, a company executive privately revealed that although the plan of the Taiwan-US packaging factory has been launched, it has not received any purchase notice from Taiwan-US packaging factory. From a trend, the factory will adopt American equipment manufacturers in the future.
In fact, under the promotion of AI and HPC commercial machines in recent years, advanced packaging has become a red chicken. Large factories have been continuously expanding their production operations. European and American international equipment manufacturers such as KLA, LAM and equipment are also considered to be the focus of development. According to the recent financial report meeting of KLA Corporation, the company has increased its advanced packaging system-related collection target for 2025 to $925 million, a significant increase from the previous quarter's estimate of $8.5 million.
On the other hand, the industry is also popular, and Taiwan Power is investigating the proportion of Taiwan's China investment. In fact, China has been choked by the United States in equipment purchases. In addition to supporting equipment autonomy, it has also continued to expand its procurement in Taiwan. In particular, Taiwan equipment manufacturers have advantages in the later market. With Taiwan's supply chain brand funds, it naturally becomes the target of China's extreme contact.
Semiconductors said that entering the Taiwan power supply chain is equivalent to quality assurance certificate, but they often have to cut prices in a face-to-face manner. In fact, the main source of profit for equipment manufacturers is still China. Customers are usually down payment, generous in their actions, and profits are the best. Judging from the current public information, many Taiwanese equipment manufacturers account for more than two% of the revenue in China, which may be higher if they are carefully checked.
Equipment industry news also pointed out that in order to cooperate with US policies, Taiwan Electric Power currently takes foreign businessmen from big brands as the first step in equipment purchase. Originally, it was the world of foreign businessmen, and now there are trends towards foreign businessmen in the later step. The industry also reported that some manufacturers that supply equipment of the same level as those in the Chinese and Taiwan markets faced the crisis of being replaced, and it was now underway.
Trump's tax-related policies are still changing a lot. In the past, Taiwanese equipment manufacturers that took all the two sides of the Taiwan Strait may be involved in the challenges they face in the future. However, some equipment supervisors believe that even if they cannot do American factory business, Taiwan Electric Power Advanced Packaging Heavy Town is located in Taiwan, and it is in continuous expansion in cooperation with CoPoS, WMCM, SoIC and other technical promotions. Under cost considerations, it will still be the first to purchase Taiwanese manufacturers and be confident in the future of advanced packaging and manufactured commercial machines.