| 1. | EXECUTIVE SUMMARY |
| 1.1. | Report scope |
| 1.2. | From 1D to 3D semiconductor packaging |
| 1.3. | Semiconductor packaging - an overview of technology |
| 1.4. | Why advanced semiconductor packaging now? |
| 1.5. | Overview of interconnection technique in semiconductor packaging |
| 1.6. | 2.5D packaging - high density fan-out packaging |
| 1.7. | Differences Between FOPLP and FOWLP - 1 |
| 1.8. | Differences Between FOPLP and FOWLP - 2 |
| 1.9. | Overview of challenges for FOPLP |
| 1.10. | Key trends in fan-out packaging |
| 1.11. | Key Factors to Consider When Choosing material for Electronic Interconnects |
| 1.12. | Key parameters for organic RDL materials for next generation 2.5D fan-out packaging |
| 1.13. | Benchmark of organic dielectrics for RDL |
| 1.14. | Industry players of organic RDL |
| 1.15. | Comparison of polymer dielectric materials in current high-performance packages |
| 1.16. | Benchmark of materials for interposer |
| 1.17. | Interposer material supplier landscape |
| 1.18. | Benchmark of RDL formation technology |
| 1.19. | Overview of RDL L/S range by different RDL formation technology (1) |
| 1.20. | Overview of via diameter range by different microvia creation technology (1) |
| 1.21. | Overview of via diameter range by different microvia creation technology (2) |
| 1.22. | Overview of lithography challenges in high density RDL packaging |
| 1.23. | Key parameters for EMC materials |
| 1.24. | Evolution of bumping technologies |
| 1.25. | Micro bumps (µ bumps) vs bumpless Cu-Cu hybrid bonding |
| 1.26. | Overview of devices that make use of hybrid bonding |
| 1.27. | Three ways of Cu-Cu hybrid bonding |
| 1.28. | Overview of manufacturing factors impacting 3D hybrid bonding quality |
| 1.29. | Benchmark: W2W vs Direct D2W |
| 1.30. | Benchmark: W2W vs Direct D2W _ Continue |
| 1.31. | Benchmark: Collective D2W or Direct D2W |
| 1.32. | Overview of surface preparation steps for D2W bonding |
| 1.33. | Growing demand for low annealing temperature for 3D hybrid bonding |
| 1.34. | Hybrid bonding process options - available performance of current bonding tool |
| 1.35. | Integrated hybrid bonding tool |
| 1.36. | Key factors in hybrid bonding that are impacted by the choice of dielectric material |
| 1.37. | Inorganic dielectric vs organic dielectric: a quick overview |
| 1.38. | Technology Benchmark of different dielectric materials for Cu-Cu hybrid bonding |
| 1.39. | Key process know-how for inorganic dielectric Cu-Cu hybrid bonding |
| 1.40. | Comparison of polymer case studies for hybrid bonding benchmarking |
| 1.41. | Key summary of polymer dielectric for hybrid bonding research |
| 1.42. | Forecast: Organic Dielectric Advanced Semiconductor Packaging Module Area (Unit and mm2) |
| 2. | INTRODUCTION OF ADVANCED SEMICONDUCTOR PACKAGING |
| 2.1. | Advanced semiconductor packaging - an overview |
| 2.2. | The rise of advanced semiconductor packaging and its challenges |
| 2.3. | From 1D to 3D semiconductor packaging |
| 2.4. | Semiconductor packaging - an overview of technology |
| 2.5. | Overview of interconnection technique in advanced semiconductor packaging |
| 2.6. | Fan out wafer level packaging |
| 2.7. | Interposer technology |
| 2.8. | Interposer structure |
| 2.9. | Passive vs Active Interposer |
| 2.10. | Interposer alternative - Bridge |
| 2.11. | 2.5D and 3D IC Packaging |
| 2.12. | 2.5D IC Packaging |
| 2.13. | 2.5D IC Packaging |
| 2.14. | 3D IC Packaging technology |
| 2.15. | 3D IC Packaging |
| 2.16. | 3D IC Packaging |
| 2.17. | Advanced semiconductor packaging technologies - our scope |
| 2.18. | Packaging trend for key markets |
| 2.19. | Advanced Semiconductor Packaging - Ecosystem |
| 2.20. | Business value chain in the IC industry |
| 2.21. | Ecosystem/Business model in the IC industry |
| 2.22. | Role and advantages of players in advanced semiconductor packaging market |
| 2.23. | Players in advanced semiconductor packaging and their solutions |
| 2.24. | An overview of chip supply chain |
| 3. | ADVANCED SEMICONDUCTOR PACKAGING: PERFORMANCE EVALUATION AND ITS LINK TO FABRICATION PROCESSES AND MATERIALS |
| 3.1. | Introduction |
| 3.1.1. | Key factors impacting advanced semiconductor packaging performance |
| 3.1.2. | Primary considerations for advanced packaging |
| 3.1.3. | The key metrics that impact advanced semiconductor packaging performance: Bandwidth |
| 3.1.4. | The definition of IO density |
| 3.1.5. | IO density calculation |
| 3.1.6. | Routes to increase I/O density |
| 3.1.7. | The key metrics that impact advanced semiconductor packaging performance: Power efficiency |
| 3.2. | 2.5D Packaging Process Flow Know-How |
| 3.2.1. | 2.5D packaging - high density fan-out packaging |
| 3.2.2. | Two types of fan-out: Wafer level |
| 3.2.3. | Two types of fan-out: Panel level |
| 3.2.4. | Fan-out packaging process overview |
| 3.2.5. | Fan-out Chip-first process flow |
| 3.2.6. | Fan-out Chip-last process flow |
| 3.2.7. | High level process concepts on panel |
| 3.2.8. | FOPLP Process Approaches |
| 3.2.9. | Key technical challenges for FOPLP |
| 3.2.10. | Overview of challenges for FOPLP |
| 3.2.11. | Differences Between FOPLP and FOWLP - 1 |
| 3.2.12. | Differences Between FOPLP and FOWLP - 2 |
| 3.2.13. | Key trends in fan-out packaging |
| 3.2.14. | Wafer level Fan-out chip last RDL formation - development trend |
| 3.2.15. | Challenges in future fan-out process |
| 3.2.16. | 2.5D Packaging that involves Si as electronic interconnect |
| 3.2.17. | Through-Si-Via (TSV) process flow |
| 3.2.18. | Dual Damascene process flow (for inorganic RDL fabrication) |
| 3.2.19. | Process flow for Si interposer on package substrate |
| 3.2.20. | Glass core as interposer for advanced semiconductor packaging |
| 3.2.21. | Glass core (interposer) package - process flow |
| 3.2.22. | Fan out process flows from key companies |
| 3.2.23. | TSMC INFO technology - process flow |
| 3.2.24. | SPIL FOEB Technology process flow |
| 3.2.25. | ASE FOCoS process flow (1) |
| 3.2.26. | Flip Chip on FOWLP - Process flow |
| 3.2.27. | Samsung's FOWLP device structure |
| 3.3. | Redistribution Layer (RDL) & Microvia - Materials |
| 3.3.1. | Redistribution Layer (RDL) |
| 3.3.2. | Key Factors to Consider When Choosing material for Electronic Interconnects |
| 3.3.3. | Dielectric thickness of RDL |
| 3.3.4. | Electronic interconnects: SiO2 vs Organic dielectric |
| 3.3.5. | Limitations of SiO2 in 2.5D Packaging |
| 3.3.6. | Electrical characteristics vs different RDL solution - Amkor's perspective |
| 3.3.7. | Replace inorganic dielectric with organic polymers? |
| 3.3.8. | Importance of low-loss RDL materials for different packaging technologies |
| 3.3.9. | Key parameters for organic RDL materials for next generation 2.5D fan-out packaging |
| 3.3.10. | Benchmark of organic dielectrics for RDL |
| 3.3.11. | Benchmark of material properties used in packaging |
| 3.3.12. | Dielectric challenges in fan-out applications - 1 |
| 3.3.13. | Dielectric challenges in fan-out applications - 2 |
| 3.3.14. | Industry players of organic RDL |
| 3.3.15. | RDL-dielectric suppliers: Toray's polyimide materials |
| 3.3.16. | Toray's solution for advanced semiconductor packaging |
| 3.3.17. | Low Dk and Low Df materials for RF devices - solution from Toray |
| 3.3.18. | RDL-dielectric suppliers: HD Microsystems |
| 3.3.19. | Low-curing temp. RDL from HD Microsystem |
| 3.3.20. | RDL-dielectric suppliers: DuPont's Arylalkyl polymers (1) |
| 3.3.21. | RDL-dielectric suppliers: DuPont's PID dryfilm |
| 3.3.22. | RDL-dielectric suppliers: DuPont's InterVia |
| 3.3.23. | RDL-dielectric suppliers: Taiyo Ink's epoxy-based RDL |
| 3.3.24. | RDL-dielectric suppliers: Ajinomoto's nanofiller ABF |
| 3.3.25. | RDL-dielectric supplier: Showa Denko |
| 3.3.26. | Low-loss RDL materials for mmWave: TSMC's InFO AiP |
| 3.3.27. | Comparison of polymer dielectric materials in current high-performance packages |
| 3.3.28. | Overcoming Limitations of Si interposers with Glass |
| 3.3.29. | Glass vs molding compound |
| 3.3.30. | TGV - Player and products benchmark |
| 3.3.31. | Achieving 2/2 um L/S on glass substrate |
| 3.3.32. | Eight metal layer RDL on glass process flow |
| 3.3.33. | < 3 um micro via |
| 3.3.34. | Challenges of glass packaging |
| 3.3.35. | Benchmark of materials for interposer |
| 3.3.36. | Interposer material supplier landscape |
| 3.4. | Redistribution Layer (RDL) & Microvia - Fabrication Processes |
| 3.4.1. | Overview of RDL fabrication technology |
| 3.4.2. | Semi-Additive Process (SAP) for RDL formation (organic dielectric) |
| 3.4.3. | Dual damascene process for RDL formation (organic dielectric) |
| 3.4.4. | Benchmark of RDL formation technology |
| 3.4.5. | Benchmark of RDL formation technology (cont.) |
| 3.4.6. | Overview of RDL L/S range by different RDL formation technology (1) |
| 3.4.7. | Overview of microvia creation technology |
| 3.4.8. | Fine scale microvia creation technology - technology trend |
| 3.4.9. | Overview of via diameter range by different microvia creation technology (1) |
| 3.4.10. | Overview of via diameter range by different microvia creation technology (2) |
| 3.4.11. | Overview of lithography challenges in high density RDL packaging |
| 3.4.12. | Bottlenecks for < 2/2 µm L/S RDL Scaling |
| 3.4.13. | Two key process considerations for below 2/2 µm L/S organic RDL |
| 3.4.14. | Cu dual damascene process for organic RDL formation - TSMC |
| 3.4.15. | Embedded Cu trace process - TSMC's high density fan-out package |
| 3.4.16. | How RDL affects transmission line loss? |
| 3.4.17. | Embedded trace RDL (ETR) process by Amkor (S-SWIFT package) |
| 3.4.18. | Embedded trace RDL (ETR) process for RDL formation - 1 |
| 3.4.19. | Embedded trace RDL (ETR) process for RDL formation - 2 |
| 3.4.20. | Summary: Organic RDL technology development trend - 1 |
| 3.4.21. | Summary: Organic RDL technology development trend - 2 |
| 3.4.22. | Temporary bonding and debonding |
| 3.4.23. | Mitsui Mining and Smelting Co. Ltd. Solution (1) |
| 3.4.24. | Mitsui Mining and Smelting Co. Ltd. Solution (2) |
| 3.4.25. | Mitsui Mining and Smelting Co. Ltd. Solution (3) |
| 3.5. | Epoxy Molded Compounds (EMC) and Mold Under Fill (MUF) |
| 3.5.1. | What are EMC and MUFs? |
| 3.5.2. | Epoxy Molding Compound (EMC) |
| 3.5.3. | Key parameters for EMC materials |
| 3.5.4. | Importance of dielectric constant for EMC used in 5G applications |
| 3.5.5. | Experimental and commercial EMC products with low dielectric constant |
| 3.5.6. | Epoxy resin: Parameters of different resins and hardener systems |
| 3.5.7. | Fillers for EMC |
| 3.5.8. | EMC for warpage management |
| 3.5.9. | Supply chain for EMC materials |
| 3.5.10. | EMC innovation trends for high frequency applications |
| 3.5.11. | High warpage control EMC for FO-WLP |
| 3.5.12. | Possible solutions for warpage and die shift |
| 3.5.13. | EMC suppliers: Sumitomo Bakelite |
| 3.5.14. | EMC suppliers: Sumitomo Bakelite |
| 3.5.15. | EMC suppliers: Kyocera's EMCs for semiconductors |
| 3.5.16. | EMC suppliers: Samsung SDI |
| 3.5.17. | EMC suppliers: Showa Denko |
| 3.5.18. | EMC suppliers: Showa Denko's sulfur-free EMC |
| 3.5.19. | EMC suppliers: KCC Corporation |
| 3.5.20. | Molded underfill (MUF) |
| 3.5.21. | Liquid molding compound (LMC) for compression molding |
| 4. | CU-CU HYBRID BONDING TECHNOLOGY FOR 3D DIE STACKING |
| 4.1. | Introduction |
| 4.1.1. | Evolution of bumping technologies |
| 4.1.2. | Challenges in conventional bumping |
| 4.1.3. | Micro bumps (µ bumps) vs bumpless Cu-Cu hybrid bonding |
| 4.1.4. | Bonding pitch size needs to scale with TSV development |
| 4.1.5. | Performance benchmark of devices based on micro bumps vs Cu-Cu bumpless hybrid bonding - 1 |
| 4.1.6. | Performance benchmark of devices based on micro bumps vs Cu-Cu bumpless hybrid bonding -2 |
| 4.1.7. | Commercial products that use bumpless Cu-Cu hybrid bonding |
| 4.1.8. | Overview of devices that make use of hybrid bonding |
| 4.1.9. | Key concepts about hybrid bonding |
| 4.2. | Cu-Cu Hybrid Bonding - Manufacturing Processes and Bonding Tools |
| 4.2.1. | Cu-Cu hybrid bonding processes breakdown |
| 4.2.2. | Overview of manufacturing factors impacting hybrid bonding quality |
| 4.2.3. | Three ways of Cu-Cu hybrid bonding |
| 4.2.4. | Generic W2W Process flow |
| 4.2.5. | Generic D2W Process flow |
| 4.2.6. | W2W hybrid bonding - process parameter |
| 4.2.7. | Generic Collective D2W Process |
| 4.2.8. | Overview of process comparison Direct D2W Vs W2W Vs. Collective D2W |
| 4.2.9. | Benchmark: W2W vs Direct D2W |
| 4.2.10. | Benchmark: W2W vs Direct D2W Continued |
| 4.2.11. | Benchmark: Collective D2W or Direct D2W |
| 4.2.12. | Overview of surface preparation steps for D2W bonding |
| 4.2.13. | D2W know-how: Surface treatment |
| 4.2.14. | D2W know-how: Contamination management |
| 4.2.15. | D2W know-how: Die placement and tool consideration |
| 4.2.16. | Annealing temperature for hybrid bonding |
| 4.2.17. | Growing demand for low annealing temperature |
| 4.2.18. | Approaches to lower annealing temperature |
| 4.2.19. | Room temperature hybrid bonding - CEA-Leti |
| 4.2.20. | Hybrid bonding tool development |
| 4.2.21. | Hybrid bonding process options - available performance of current bonding tool |
| 4.2.22. | State-of-the-art D2W bonder from Besi |
| 4.2.23. | Besi's portfolio on multiple 3D technologies |
| 4.2.24. | State-of-the-art W2W and D2E bonder from EVG |
| 4.2.25. | Applied Materials Portfolio in Advanced Semiconductor Packaging |
| 4.2.26. | Integrated hybrid bonding tool |
| 4.2.27. | Integrated D2W Hybrid bonding process flow |
| 4.2.28. | 3D SoIC manufacturing processes deep dive |
| 4.2.29. | 3D SoIC process flow deep dive - 1 |
| 4.2.30. | 3D SoIC process flow deep dive - 2 |
| 4.2.31. | 3D SoIC process flow deep dive - 3 |
| 4.2.32. | 3D SoIC process flow deep dive - 4 |
| 4.2.33. | Application examples of 3D SoIC packages |
| 4.2.34. | 3D SoIC process - a quick overview |
| 4.2.35. | Challenges in Cu-Cu hybrid bonding manufacturing process |
| 4.3. | HBM Stacking Using 3D Hybrid Bonding |
| 4.3.1. | HBM generations - specification benchmark |
| 4.3.2. | Key highlights regarding HBM development from Semicon Taiwan 2024 |
| 4.3.3. | HBM packaging challenges - bonding technologies |
| 4.3.4. | HBM Packaging: TC-NCF vs MR-MUF |
| 4.3.5. | MR-MUF for next generation HBM before transitioning to hybrid bonding - 1 |
| 4.3.6. | MR-MUF for next generation HBM before transitioning to hybrid bonding - 2 |
| 4.3.7. | MR-MUF for next generation HBM before transitioning to hybrid bonding - 3 |
| 4.3.8. | HBM packaging - limitations of micro-bump |
| 4.3.9. | C2W bonding for next generation HBM - SK Hynix |
| 4.3.10. | Hybrid bonding for HBM packaging - Samsung's findings and roadmap |
| 4.3.11. | Hybrid bonding for HBM packaging - Samsung's findings and roadmap continue |
| 4.3.12. | Process Flow for Memory Stacking Using D2W Hybrid Bonding - 1 |
| 4.3.13. | Process Flow for Memory Stacking Using D2W Hybrid Bonding - 2 |
| 4.4. | Cu-Cu Hybrid Bonding - The Choice of Materials |
| 4.4.1. | Choices of dielectric materials for hybrid bonding |
| 4.4.2. | Key factors in hybrid bonding that are impacted by the choice of dielectric material |
| 4.4.3. | Challenges in using inorganic dielectric materials |
| 4.4.4. | Benefits of organic dielectric materials |
| 4.4.5. | Challenges of using organic dielectric materials |
| 4.4.6. | Inorganic dielectric vs organic dielectric: a quick overview |
| 4.4.7. | Technology Benchmark of different dielectric materials for Cu-Cu hybrid bonding |
| 4.4.8. | Polymer-based dielectric hybrid bonding |
| 4.5. | Cu-Cu Hybrid Bonding Based on Organic Dielectric - Case Studies |
| 4.5.1. | HD Microsystem 's polyimide solution for hybrid bonding - 1 |
| 4.5.2. | HD Microsystem 's polyimide solution for hybrid bonding - 2 |
| 4.5.3. | Showa Denko Copper/Polyimide hybrid bonding - 1 |
| 4.5.4. | Showa Denko Copper/Polyimide hybrid bonding - 2 |
| 4.5.5. | Cu/Polymer hybrid bonding simulation results from IME |
| 4.5.6. | Polyimide/Cu hybrid bonding materials characterization from Applied Materials & IME |
| 4.5.7. | Brewer Science - photosensitive permanent bonding materials for polymer/Cu hybrid bonding - 1 |
| 4.5.8. | Brewer Science - photosensitive permanent bonding materials for polymer/Cu hybrid bonding - 2 |
| 4.5.9. | Key summary of polymer dielectric for hybrid bonding research |
| 4.5.10. | Comparison of polymer case studies for hybrid bonding benchmarking. |
| 4.5.11. | Keys to select the right polymer for Cu-Cu hybrid bonding |
| 4.5.12. | List of inorganic fillers for CTE improvement in polymers |
| 4.5.13. | List of inorganic fillers for thermal conductivity improvement in polymers |
| 4.6. | Cu-Cu Hybrid Bonding Based on Inorganic Dielectric |
| 4.6.1. | Samsung's Cu-Cu bonding |
| 4.6.2. | Cu-Cu hybrid bonding - Mitsubishi Heavy Industries Machine Tool |
| 4.6.3. | Improved Cu-Cu hybrid bonding through Cu enlargement - a study from Tohoku/T-Micro/JCU |
| 4.6.4. | 1 µm pitch Cu-Cu hybrid bonding base on SiCN - a study from imec |
| 4.6.5. | Self-Assembly for Hybrid Bonding - A study from CEA-Leti and Intel |
| 4.6.6. | SiO2 C2W Hybrid Bonding from IME |
| 4.6.7. | Die stacking from Xperi (Adeia) |
| 4.6.8. | XPERI(ADEIA) License map |
| 4.6.9. | TSMC hybrid bonding technology for AMD CPU |
| 4.6.10. | Stacking DRAMs using hybrid bonding - a study from SK Hynix |
| 4.6.11. | Sony's hybrid bonding - recent development |
| 4.6.12. | Key process know-how for inorganic dielectric Cu-Cu hybrid bonding |
| 4.6.13. | Cu/Sn-Cu/Sn hybrid bonding |
| 5. | MARKET FORECAST |
| 5.1. | Forecast: Organic Dielectric Advanced Semiconductor Packaging Module Area (Unit and mm2) |
| 5.2. | Forecast: Organic Dielectric Advanced Semiconductor Packaging Module (Unit) |
| 5.3. | Forecast: Organic Dielectric Advanced Semiconductor Packaging Module Area (mm2) |