TSMC's demand for CoWoS chipmaking materials has become so great that it is causing material shortages in the memory market. Mitsubishi Gas Chemical has announced to clients that shipments of raw materials for the production of BT substrate will be heavily delayed due to low supply.
As the largest supplier of BT substrate raw materials in the world, MGC's delays will trigger potential long-term shortages in the substrate supply chain, exacerbating existing issues and cost hikes in the memory production segment, particularly NAND flash controllers. Suppliers with existing NAND controller stock, such as Phison, are expected to win big in the ensuing months.
