Source: Juheng Network
Korean media ET News reported that after the M1 chip, Samsung Electro-Mechanics, a subsidiary of Samsung Electronics, has the opportunity to continue the leading edge with Apple (AAPL-US) to supply the next generation of M2 chips with a thyristor array package carrier board.
The above report pointed out that Samsung Motor is participating in the research and development project of M2 chip, the two sides have cooperation experience as early as 2020, Apple's first generation of self-developed processor chip M1, using FCBGA produced by Samsung Motor. Apple's other FCBGA suppliers include Japan's Ibiden and Taiwan's Shin Hing Electronics.
Apple products currently using the M1 chip include the 13-inch MacBook Air, the 13-inch MacBook Pro, the 12.9-inch and 11-inch iPad Pro, the fifth-generation iPad Air, Mac mini, and 24-inch iMac.
Shortly after the advent of the M1 chip, Apple immediately began M2 chip research and development operations, and is currently developing at least nine Mac products equipped with M2 chips, and the market is expected to debut as soon as the first half of this year.
FCBGA is an indispensable key technology in the semiconductor process and a key business that Samsung Electric has actively developed in recent years.
In order to enhance the competitiveness of the latter-stage process, Samsung Electric invested 1.3 trillion won in Vietnam's FCBGA infrastructure at the end of last year, and increased its investment by 300 billion won last month.
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