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“Amkor is the arms dealer for advanced packaging here. They have partnerships with both TSMC for CoWoS and Intel for EMIB.”
@Semi Doped · Vikram Sekar
Amkor is the neutral arms dealer of advanced packaging, partnered with both TSMC and Intel
AMKRLONG@ $86.82
$50.79-41.50%
since call Jun 17
00:00SHORT
“does TSMC really think CoWoS will actually scale to 14x reticle size? I don’t buy it. They’re going to have to go to glass panels.”
@Semi Doped · Vikram Sekar
TSMC wrong that CoWoS scales to 14x reticle; forced to glass panels where Intel already leads
TSMSHORT@ $427.76
$394.70+7.73%
since call Jun 17
peak +13.0%
“I don’t think these smart glasses will catch on. Sorry. Have you seen SNAP’s recent announcement for smart eyewear? They’re UGLY AF.”
@Semi Doped · Vikram Sekar
Applied Materials AR optics bet misfires because smart glasses won't catch on
AMATSHORT@ $557.77
$503.60+9.71%
since call Jun 17
peak +23.2%
00:00LONG
“Intel EMIB already is on rectangular panels, which is a massive advantage going forward … the world needs an alternative to TSMC's 2nm/3nm which is vastly…”
@Semi Doped · Vikram Sekar
Intel 18A-P on-schedule risk production plus EMIB edge wins customers fleeing oversubscribed TSMC 2nm/3nm
INTCLONG@ $119.52
$88.06-26.32%
since call Jun 17
“Nokia expanding optical packaging facility is a good sign for the company. The AI optical race places a lot of business squarely in their realm of expertise.”
@Semi Doped · Vikram Sekar
Nokia optical packaging expansion rides the AI optical race squarely in its expertise
NOKLONG@ $14.01
$9.03-35.55%
since call Jun 17
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