NuAxiSemiconductor trade intelligence

China 2.5D packaging demand surges, supporting Korean backend equipment growth

What happened

China's demand for 2.5D packaging surged, driving growth for Korean backend equipment suppliers. This trend is fueled by accelerating AI deployment and restrictions on US vendors, alongside Beijing's push for supply chain localization. Bullish for Korean equipment makers and related component pricing.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

2.5D PackagingHBM

Samsung Electronics SK Hynix Lam Research Applied Materials

demand-surge2.5d-packagingkorean-equipmentai-chipsupply-chain-localization

Source and time

Source: DigiTimes Asia · 4/6/2026 · View original source

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China 2.5D packaging demand surges, supporting Korean backend equipment growth

What happened

Impact and signal

Affected components and suppliers

Source and time

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