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严建文在今年两会上列举了一串问题:超导材料性能需提升,材料可靠性和稳定性有待加强,专业人才缺口突出,涉及氚管理的法规亟待明确。原子能法今年1月刚施行,但配套标准还远远跟不上产业发展的节奏。
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玻纤布是制造PCB和IC封装基板的上游核心材料。它的短缺,意味着从AI芯片的先进封装到消费电子的终端产品,整条半导体产业链都将承受成本上升和交期延长的压力。目前上游材料厂的订单排期已长达半年,下游PCB厂商则因AI需求迎来业绩高增长,而英伟达CEO黄仁勋据报道已亲赴日本拜访上游供应商以确保材料供应。终端芯片公司直接找到最上游的材料厂,这在半导体行业中极为罕见。此次玻纤布短缺引发的问题,到底有多严重?