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20 of China's OSATs push into advanced packaging amid EUV curbs

What happened

20 Chinese OSATs are expanding into advanced packaging to mitigate EUV equipment restrictions. This shift targets AI and HPC applications. Watch for capacity expansion in the packaging sector.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Advanced PackagingChipletsHPC
China's OSATsChiplet startups
capacity_expansionadvanced_packagingeuv_curbs

Source and time

Source: DigiTimes Asia · 9/16/2026 · View original source

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