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L5 · MaterialsMaterials⬦ ChokepointNagano, Japan

Shinko Electric

Premium IC-package substrate maker

Shinko Electric Industries makes premium ABF/FC-BGA package substrates and is being acquired by a JIC-led consortium (with Dai Nippon Printing and Mitsui) to consolidate Japan's substrate strength. Shinko substrates are used in high-end CPUs/GPUs; the deal signals substrate as a strategic chokepoint.

Product

High-end IC substrates

Deal

JIC-led buyout

How it fits the stack

Shinko Electric 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.

suppliesShinko ElectricMaterialsTSMC CoWoS(Chip-on-Wafer-on-Substrate)chokepoint
Shinko ElectricFeeds ↓

Shinko Electric in the AI stack. Shinko Electric 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) — 2 entities, 1 relationships
  • TSMC CoWoS (Chip-on-Wafer-on-Substrate)suppliesShinko Electric