Key Takeaways
- ACCM, 20 M sq ft/yr Celeritas laminat kapasitesi (Ocak 2027) ve 87 M sq ft/yr prepreg ve build-up kapasitesi (Kasım 2026) ekleyecek.
- Tüm yeni hatlar ABD-tabanlı, geleneksel bakır-kaplı laminatlardan bağımsız bir hammadde beslemesi kullanıyor ve ~3-haftalık teslim süresi vaat ediyor.
- Genişleme, beş Celeritas grade’i—SF1600, HM001, HM50, SMC, BU++—tanıtıyor; her biri belirli bir AI-donanım dar boğazı (hız, termal-genleşme kontrolü, bükülme, silikon-uyumu) için tasarlandı.
- Malzemeler halojen-sız, PFAS-sız ve T-cam veya kuvars kumaş içermeyen, ancak mevcut laminasyon, delme ve kaplama ekipmanlarıyla uyumlu.
- İkinci nesil malzeme-karakterizasyon laboratuvarı, La Crosse, WI’de (Ekim 2026) açılarak niteliklendirme ve güvenilirlik testlerini hızlandıracak.
Overview
Advanced Chip and Circuit Materials, Inc. (ACCM), Celeritas yüksek performanslı dielektrik laminat ailesi için ABD üretim ayak izini stratejik olarak genişleteceğini duyurdu. Bu hamle, malzeme sınırlamalarının şu anda sistem mimarisini belirlediği AI donanımının dört kritik segmentine odaklanıyor: ultra-yüksek-hız, eğimsiz interconnectler; büyük hızlandırıcı kartlar için düşük ve negatif genleşmeli alt tabakalar; IC-paket çekirdek malzemeleri; ve düşük kayıplı build-up filmler.
New Production Capacity
| Capacity Type | Annual Throughput | Start-up Date | Expansion Window |
|---|---|---|---|
| Laminate (Celeritas) | 20 M sq ft | Jan 2027 | H2 2027 (additional) |
| Prepreg & Build-up | 87 M sq ft | Nov 2026 | H2 2027 (additional) |
All facilities are located in the United States, leveraging a raw-material supply chain that bypasses the conventional copper-clad laminate market. This independence enables typical order-to-ship cycles of three weeks, a significant reduction versus the industry norm of 6–8 weeks.
Celeritas Material Portfolio
Material Families
| Material | Key Property | Typical Application | CTE (°C⁻¹) | Loss Tangent (tan δ) |
|---|---|---|---|---|
| SF1600 | Ultra-low loss, no woven glass; eliminates glass-weave skew | 224 G-class switches, backplane routing | Near-zero (matched to HM001) | ≤ 0.0005 |
| HM001 | Near-zero CTE, high modulus; engineered as a pair with SF1600 | Large SoC & accelerator boards | ≈ 0 ppm/°C | ≤ 0.0006 |
| HM50 | Negative in-plane CTE for warpage control in large-body packages | Advanced package cores | –10 ppm/°C (in-plane) | ≤ 0.0007 |
| SMC (Silicon-Matched Core) | CTE matched to silicon (≈ 2.6 ppm/°C) | Silicon-centric IC substrates | ≈ 2.6 ppm/°C | ≤ 0.0008 |
| BU++ | Extremely low-loss build-up; compatible with both vacuum film and hot-press lamination | Multi-layer build-up stacks, high-density interconnects | Engineered to match adjacent layers | ≤ 0.0005 |
All five grades are halogen-free, PFAS-free, and free of T-glass or quartz fabric, allowing them to be processed on the same lamination, drilling, and plating equipment used for legacy materials.
Materials Characterization Laboratory
A second-generation materials-characterization lab will become operational at ACCM’s La Crosse, Wisconsin campus in October 2026. The facility will provide:
- High-frequency dielectric loss measurements up to 40 GHz.
- Thermal-expansion and warpage analysis under accelerated temperature cycling.
- Reliability testing aligned with JEDEC and IPC standards.
This lab shortens the qualification loop for new Celeritas grades, supporting rapid adoption in next-generation AI hardware.
Supply-Chain and Environmental Advantages
- Domestic sourcing eliminates cross-border logistics and tariff exposure.
- Three-week lead times improve design-to-production velocity for OEMs.
- Environmental compliance: halogen-free, PFAS-free formulations meet RoHS and REACH requirements without sacrificing performance.
Bottom Line
ACCM’s capacity expansion positions the United States as a self-sufficient hub for ultra-high-performance dielectric laminates, directly addressing the material bottlenecks that constrain AI and high-speed computing architectures. With over 100 M sq ft/yr of new laminate and prepreg capability, a dedicated characterization lab, and a portfolio of environmentally responsible, equipment-compatible materials, ACCM is set to accelerate time