STOCK TITAN

Kulicke & Soffa Expands Fluxless Thermo-Compression Customer Base

Rhea-AI Impact
(Neutral)
Rhea-AI Sentiment
(Neutral)
Tags

Kulicke & Soffa (NASDAQ: KLIC) has secured an order from a leading foundry for multiple APTURA™ Fluxless TCB systems. This order supports the expanding global adoption of advanced packaging in semiconductor production. Kulicke & Soffa has delivered over 30 FTC systems to five different customers. The APTURA™ FTC system is the first to enable high-volume FTC in a production environment, supporting various material configurations and ultra-fine pitch direct Cu-to-Cu bonding down to 8µm, with potential to scale to 3µm. Prior FTC solutions were to 30µm pitch. The growing adoption of FTC technology highlights its potential to lower design costs, reduce yield challenges, and increase transistor density. Kulicke & Soffa anticipates a 40-50% sequential growth in its TCB business for fiscal year 2025, driven by adoption in advanced computing, optical, communications, and industrial markets.

Kulicke & Soffa (NASDAQ: KLIC) ha ricevuto un ordine da una fonderia leader per più sistemi APTURA™ Fluxless TCB. Questo ordine supporta l'adozione globale in espansione del packaging avanzato nella produzione di semiconduttori. Kulicke & Soffa ha già consegnato oltre 30 sistemi FTC a cinque diversi clienti. Il sistema APTURA™ FTC è il primo a consentire l'FTC ad alto volume in un ambiente di produzione, supportando varie configurazioni di materiali e il bonding diretto ultrafine Cu-to-Cu fino a 8µm, con potenziale scalabilità fino a 3µm. Le soluzioni FTC precedenti erano limitate a pitch di 30µm. L'adozione crescente della tecnologia FTC evidenzia il suo potenziale nel ridurre i costi di progettazione, affrontare le sfide di resa e aumentare la densità dei transistor. Kulicke & Soffa prevede una crescita sequenziale del 40-50% nella sua attività TCB per l'anno fiscale 2025, sostenuta dall'adozione in mercati avanzati come l'informatica, l'ottica, le comunicazioni e l'industria.

Kulicke & Soffa (NASDAQ: KLIC) ha asegurado un pedido de una fundición líder para múltiples sistemas APTURA™ Fluxless TCB. Este pedido apoya la creciente adopción global del empaque avanzado en la producción de semiconductores. Kulicke & Soffa ha entregado más de 30 sistemas FTC a cinco clientes diferentes. El sistema APTURA™ FTC es el primero que permite FTC de alto volumen en un entorno de producción, apoyando diversas configuraciones de materiales y el enlace directo Cu-a-Cu con un pitch ultrafino de hasta 8µm, con potencial de escalar hasta 3µm. Las soluciones FTC anteriores tenían un pitch de 30µm. La creciente adopción de la tecnología FTC destaca su potencial para reducir costos de diseño, disminuir los problemas de rendimiento y aumentar la densidad de transistores. Kulicke & Soffa anticipa un crecimiento secuencial del 40-50% en su negocio de TCB para el año fiscal 2025, impulsado por la adopción en mercados avanzados como la computación, óptica, comunicaciones e industrial.

쿨리케 앤 소파 (NASDAQ: KLIC)는 주요 파운드리로부터 여러 개의 APTURA™ 무플럭스 TCB 시스템에 대한 주문을 확보했습니다. 이 주문은 반도체 생산에서 고급 패키징의 글로벌 채택 확대를 지원합니다. 쿨리케 앤 소파는 다섯 개의 고객에게 30개 이상의 FTC 시스템을 이미 제공했습니다. APTURA™ FTC 시스템은 생산 환경에서 대량 FTC를 가능하게 하는 최초의 시스템으로, 다양한 재료 구성과 초미세 연결금 속 Cu-to-Cu 본딩을 8µm까지 지원하며, 3µm로 확장할 수 있는 잠재력을 갖추고 있습니다. 이전 FTC 솔루션은 30µm 피치로 제한되어 있었습니다. FTC 기술의 향상된 채택은 설계 비용 절감, 수율 문제 감소, 트랜지스터 밀도 증가의 잠재력을 부각시킵니다. 쿨리케 앤 소파는 2025 회계연도에 TCB 사업에서 40-50%의 순차적 성장을 예상하고 있으며, 이는 고급 컴퓨팅, 광학, 통신 및 산업 시장에서의 채택에 의해 주도될 것입니다.

Kulicke & Soffa (NASDAQ: KLIC) a obtenu une commande d'une fonderie de premier plan pour plusieurs systèmes APTURA™ Fluxless TCB. Cette commande soutient l'adoption mondiale croissante de l'emballage avancé dans la production de semi-conducteurs. Kulicke & Soffa a livré plus de 30 systèmes FTC à cinq clients différents. Le système APTURA™ FTC est le premier à permettre un FTC à volume élevé dans un environnement de production, soutenant diverses configurations de matériaux et le collage direct Cu-à-Cu ultra-fin jusqu'à 8µm, avec un potentiel pour évoluer vers 3µm. Les solutions FTC antérieures étaient limitées à un pitch de 30µm. L'adoption croissante de la technologie FTC met en évidence son potentiel à réduire les coûts de conception, à diminuer les défis de rendement et à augmenter la densité des transistors. Kulicke & Soffa anticipe une croissance séquentielle de 40-50% de son activité TCB pour l'exercice 2025, soutenue par l'adoption dans des marchés avancés tels que l'informatique, l'optique, les communications et l'industrie.

Kulicke & Soffa (NASDAQ: KLIC) hat eine Bestellung von einer führenden Foundry für mehrere APTURA™ Fluxless TCB Systeme gesichert. Diese Bestellung unterstützt die wachsende globale Akzeptanz von fortschrittlichem Packaging in der Halbleiterproduktion. Kulicke & Soffa hat mehr als 30 FTC-Systeme an fünf verschiedene Kunden geliefert. Das APTURA™ FTC-System ist das erste, das hochvolumige FTC in einer Produktionsumgebung ermöglicht und verschiedene Materialkonfigurationen sowie ultra-feines Cu-to-Cu-Bonden bis zu 8µm unterstützt, mit Potenzial zur Skalierung auf 3µm. Vorherige FTC-Lösungen waren auf 30µm Pitch beschränkt. Die wachsende Akzeptanz der FTC-Technologie zeigt ihr Potenzial zur Reduzierung der Entwurfskosten, zur Minderung von Ertragsherausforderungen und zur Erhöhung der Transistordichte. Kulicke & Soffa rechnet mit einem sequenziellen Wachstum von 40-50% im TCB-Geschäft für das Haushaltsjahr 2025, das durch die Akzeptanz in fortschrittlichen Märkten wie Computertechnologie, Optik, Kommunikation und Industrie angetrieben wird.

Positive
  • Secured a significant order from a leading foundry for APTURA™ Fluxless TCB systems.
  • Delivered over 30 FTC systems to five different customers.
  • APTURA™ FTC system enables high-volume production and supports various material configurations.
  • Ultra-fine pitch direct Cu-to-Cu bonding down to 8µm, with potential to scale to 3µm.
  • Anticipates 40-50% sequential growth in TCB business for fiscal year 2025.
Negative
  • None.

Insights

The expansion of APTURA™ Fluxless TCB system adoption represents a significant technological breakthrough in advanced semiconductor packaging. The 40-50% sequential growth projection for FY2025 signals strong market validation. This technology's ability to achieve ultra-fine pitch direct Cu-to-Cu bonding down to 8µm, with potential scaling to 3µm, vastly outperforms traditional 30µm limitations. The diversification of the customer base across IDM, OSAT and now foundry segments, plus the existing installation of over 30 FTC systems across five customers, indicates accelerating market penetration. This positions K&S strategically in the high-growth advanced packaging segment, particularly as the industry shifts towards more sophisticated packaging solutions for leading-edge compute and communications applications.

This development strengthens K&S's competitive position in the advanced packaging market. The technology's adoption by a leading foundry customer is particularly significant as foundries are key players in semiconductor manufacturing. The projected 40-50% growth in TCB business for FY2025 could translate to meaningful revenue expansion. The broader implications for cost reduction and improved yield in semiconductor manufacturing make this an attractive value proposition for customers. The company's first-mover advantage in production-ready FTC technology creates barriers to entry and positions them to capture market share in this growing segment.

SINGAPORE, Nov. 13, 2024 /PRNewswire/ -- Kulicke and Soffa Industries, Inc. (NASDAQ: KLIC) ("Kulicke & Soffa", "K&S", "we" or the "Company"), has received an order from a leading foundry customer for multiple APTURA™ Fluxless TCB systems to support the broadening global adoption of advanced packaging capacity for leading-edge semiconductor production.

Kulicke & Soffa continues to actively expand its customer base with APTURA™ – the most advanced Fluxless Thermo-Compression (FTC) system available, and the first to support FTC in a production environment. Today, Kulicke & Soffa has delivered over 30 FTC systems supporting development and production activities across five separate end customers.

The Company's leading APTURA™ FTC system:

  • Is production-proven – K&S is first to enable high-volume FTC in production environment.
  • Supports a wide range of material configurations – source wafer, reel, or tray; to a target wafer, interposer, die or substrate – capable of supporting all die-to-die, or die-to-wafer based applications, in production.
  • Extends pitch capabilities – APTURA™ FTC platform enables ultra-fine pitch direct Cu-to-Cu bonding down to 8µm, as well as capable of supporting CuFirst, which is expected to scale down towards 3µm pitch.

Prior to Kulicke & Soffa's innovations in FTC, traditional thermo-compression solutions – requiring both flux and solder – are pitch limited down to approximately 30µm, which previously limited adoption in leading-edge logic devices. Today, the growing adoption of FTC across a broadening set of IDM, OSAT and now Foundry customers is a testament to the future potential of this innovative technology, and the Company's leadership through this exciting transition.

Strong ongoing demand for FTC development is directly related to the growing value of Advanced Packaging techniques throughout the semiconductor assembly market. These solutions provide a new level of industry value with the potential to lower design cost, reduce yield challenges and enable new levels of transistor density at the package level. During fiscal year 2025, K&S anticipates its TCB business will grow by 40-50% sequentially, driven by broadening adoption in leading-edge compute, optical, communications and industrial markets.

About Kulicke & Soffa

Founded in 1951, Kulicke and Soffa Industries, Inc. specializes in developing cutting-edge semiconductor and electronics assembly solutions enabling a smarter and more sustainable future. Our ever-growing range of products and services supports growth and facilitates technology transitions across large-scale markets, such as advanced display, automotive, communications, compute, consumer, data storage, energy storage and industrial.

Caution Concerning Results, Forward-Looking Statements and Certain Risks Related to our Business

In addition to historical statements, this press release contains statements relating to future events and our future results. These statements are "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. While these forward-looking statements represent our judgments and future expectations concerning our business, including the importance and competitiveness of our thermo-compression bonding products and other advanced packaging technology transitions, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations. These factors include, but are not limited to our ability to develop, manufacture and gain market acceptance of new and enhanced products, disruptions, breaches or failures in our information technology systems and network infrastructures, the persistent macroeconomic headwinds on our business, actual or potential inflationary pressures, interest rate and risk premium adjustments, falling customer sentiment, or economic recession caused directly or indirectly by geopolitical tensions, our ability to operate our business in accordance with our business plan and the other factors listed or discussed in our Annual Report on Form 10-K for the fiscal year ended September 30, 2023, filed on November 16, 2023, and our other filings with the Securities and Exchange Commission. Kulicke and Soffa Industries, Inc. is under no obligation to (and expressly disclaims any obligation to) update or alter its forward-looking statements whether as a result of new information, future events or otherwise.

Contacts

Kulicke & Soffa
Joseph Elgindy
Finance
+1-215-784-7500
investor@kns.com

Cision View original content:https://www.prnewswire.com/news-releases/kulicke--soffa-expands-fluxless-thermo-compression-customer-base-302304455.html

SOURCE Kulicke & Soffa Industries, Inc.

FAQ

What is the significance of Kulicke & Soffa's new order for APTURA™ Fluxless TCB systems?

Kulicke & Soffa's new order from a leading foundry for APTURA™ Fluxless TCB systems supports the growing global adoption of advanced packaging in semiconductor production.

How many FTC systems has Kulicke & Soffa delivered to date?

Kulicke & Soffa has delivered over 30 FTC systems to five different customers.

What are the capabilities of the APTURA™ FTC system?

The APTURA™ FTC system supports various material configurations and enables ultra-fine pitch direct Cu-to-Cu bonding down to 8µm, with potential to scale to 3µm.

What growth does Kulicke & Soffa anticipate for its TCB business in fiscal year 2025?

Kulicke & Soffa anticipates a 40-50% sequential growth in its TCB business for fiscal year 2025.

What markets are driving the adoption of Kulicke & Soffa's FTC technology?

The adoption of Kulicke & Soffa's FTC technology is driven by advanced computing, optical, communications, and industrial markets.

Kulicke & Soffa Industries Inc

NASDAQ:KLIC

KLIC Rankings

KLIC Latest News

KLIC Stock Data

2.52B
52.00M
3.67%
95.91%
6.17%
Semiconductor Equipment & Materials
Semiconductors & Related Devices
Link
United States of America
SINGAPORE