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Hanmi Semiconductor speeds up HBM tool output and plants US flag as equipment shortage looms

What happened

Hanmi Semiconductor is accelerating the output of bonding equipment for HBM production, warning that demand will outstrip supply starting in 2027, creating a critical bottleneck for AI chip manufacturers like Micron and SK Hynix.

Impact and signal

High impactImpact score: 92/100

Affected components and suppliers

Bonding EquipmentHBM Equipment
Hanmi SemiconductorMicronSK HynixTSMC
shortagecapacityAI-chip

Source and time

Source: DigiTimes Asia · 7/19/2026 · View original source

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