<p>코로나 바이러스 확산으로 서버·네트워크용 FC-BGA는 수요가 급상승해 제공이 부족하다. 기술 진화로 FC-BGA 면적이 커지고 층수가 높아지면서 면적으로 따지는 FC-BGA 생산능력이 줄어들고 있다. 기술 난도가 올라가면서 생산수율도 떨어졌다. 전세계에서 FC-BGA 양산업체는 이비덴과 삼성전기 등 50여곳에 불과하다.</p>
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<p>20일 반도체 업계와 증권가에는 메모리 반도체의 대표 상품인 D램(주추억장치) 가격이 올해 7분기와 내년 3분기에 하락하다가 내년 8분기, 늦어도 2분기에 상승 반전할 것이란 예상이 적지 않다. 올 5분기에 시작된 하락세가 5년도 이어지지 못할 것이란 예상이다.</p>