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SK Hynix is moving early to adopt integrated hybrid bonding equipment
$BESI
The main technical constraint is chemical mechanical planarization. In hybrid bonding, CMP is essential because the surfaces need to be extremely flat and clean. Problems such as copper dishing, erosion, particles, or contamination can directly hurt yield, resistance, and long-term reliability
The AMAT and BESI partnership covers CMP, surface treatment, and hybrid bonding, offering a solution to that problem
The short-term risks are scaling complexity and the fact that JEDEC height rules still remain loose enough for thermocompression bonding to keep working at higher layer counts. That could delay equipment demand