Lianhua Electronics Lin Weisheng: The core bottleneck of the industry has shifted from wafers to advanced packaging materials and key consumables.

Lin Weisheng, Asia AVP of Lianhua Electronics Co., Ltd., said that the overall growth of the global semiconductor market is expected to be 16%, with AI/HPC computing chips growing by 35%; demand for cutting-edge processes such as 3nm and 2nm is explosively increasing, while mature processes are relatively stable. The industry's core bottleneck has shifted from wafer manufacturing to advanced packaging and key consumables; ensuring the stability of the supply chain of extreme technologies has become a strategic focus, including high-purity chemicals, EUV masks, and advanced packaging capacity. Pursuing resilience means pursuing the mastery of resources that are 'unique and irreplaceable.'