The most popular two PCB material factories in Jap

2022-08-01
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The two major PCB material factories in Japan have resumed work in an all-round way

the two major PCB upstream material factories in Japan, Mitsubishi Gas and nitong textile, have successively reported good news of 100% resumption of work recently, which will relieve the material shortage crisis, which also gives a sigh of relief to relevant domestic downstream customers, including jingshuo (3189), Xinxing (3037) and nitong textile's partner Jianrong (5340)

nonlinear stress superposition in structural members under multi axial loads

Mitsubishi Gas announced the resumption progress at the official meeting on the 9th. The production site in Baihe Prefecture, Fukushima, which produces BT resin for semiconductor packaging substrate, has started the second stage of resumption as scheduled in early May. The precision of BT resin capacity impact testing machine has returned to the level before the earthquake. It is expected that the supply volume in June will also fully meet the needs of customers

Mitsubishi gas is the world's largest supplier of BT resin, the carrier material, with a market share of 50%, and the carrier material is all produced in Japan; BT resin is mainly used on substrates such as fccsp and WBCSP, and is mainly used in communication products

due to the impact of the 311 earthquake in Japan, Mitsubishi gas production line was interrupted. Under the crisis of several manufacturers who were short of materials calling to inquire about relevant equipment, the market was worried that the global intelligent output might be impacted. However, Mitsubishi Gas accelerated its resumption of work and is expected to reach the actual output before the earthquake in June. For the relevant downstream customers in the category of common universal material testing machines in country 1, jingshuo Xinxing and others have greatly alleviated the doubt of material shortage

in addition, nitong textile's glass fiber yarn accounts for 50% of the global market and specializes in high-end markets. Last week, its partner Jianrong in Taiwan also pointed out that nitong textile's glass fiber gauze production capacity has recovered to 80%. It is expected that sufficient supply will be restored in June, and the crisis of broken fine gauze will also be greatly reduced. In addition, Fujiao (1815) has always purchased spinning yarn from nitong textile to produce thin cloth. The recovery of nitong textile production capacity also contributes to the shipment of Fujiao's high-end products

Mitsubishi Gas and nitong textile are gradually approaching 100% resumption of work, which is indeed good news for the original supply chain. However, PCB manufacturers also believe that the supply chain of the electronics industry is long and dense. Although the shortage alarm of some materials is lifted, it does not mean that there are no problems with other parts. Only when the inventory is used up can we really judge whether there are other doubts about material interruption. Next, we need to closely observe

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