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L3 · FabsPackagingJiangyin, China600584.SS

JCET (advanced packaging)

China's largest OSAT, building domestic CoWoS-class packaging

JCET is China's largest outsourced semiconductor assembly and test (OSAT) firm, developing 2.5D/3D advanced packaging (XDFOI) as a domestic answer to TSMC CoWoS to co-package Ascend/Cambricon logic with HBM. Advanced packaging capacity is a key bottleneck for scaling Chinese AI accelerators.

Tech

XDFOI 2.5D/3D

How it fits the stack

JCET (advanced packaging) with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.

usesusespartners withcompetes withJCET (advancedpackaging)FabsCambriconHuawei Ascend(910B/910C)chokepointSMIC (SemiconductorManufacturingInternational Corp)TSMC CoWoS(Chip-on-Wafer-on-Substrate)
JCET (advanced packaging)Feeds ↓Related

JCET (advanced packaging) in the AI stack. JCET (advanced packaging) with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.

Graph data (text) — 5 entities, 4 relationships
  • CambriconusesJCET (advanced packaging)
  • Huawei Ascend (910B/910C)usesJCET (advanced packaging)
  • JCET (advanced packaging)partners withSMIC (Semiconductor Manufacturing International Corp)
  • JCET (advanced packaging)competes withTSMC CoWoS (Chip-on-Wafer-on-Substrate)