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“This seemingly innocuous piece of news is actually a panel-level packaging play, for things like glass substrate based advanced packaging — think CoPoS.”
@Semi Doped · Vikram Sekar
MKS Atotech Guangzhou expansion is a panel-level packaging play on glass substrates and CoPoS
MKSILONG@ $382.02
$299.98-21.47%
since call Jun 26
“ASE Group projects AI-driven packaging demand will constrain capacity through 2030, extending previous consensus and confirming advanced packaging as binding…”
@Semi Doped · Vikram Sekar
Advanced packaging is the binding bottleneck through 2030, beating transistor scaling; ASE wins
ASXLONG@ $41.18
$35.04-14.91%
since call Jun 26
peak +3.9%
00:00LONG
“Marvell has developed plasmonic modulator prototypes that are approximately 10 microns in length…”
@Semi Doped · Vikram Sekar
Marvell plasmonic modulators 300-500x smaller leap optical networking into the 3.2T generation
MRVLLONG@ $263.36
$184.72-29.86%
since call Jun 26
00:00LONG
“The memory trade does not seem to be going anywhere but up. After Qualcomm’s investor day yesterday…”
@Semi Doped · Vikram Sekar
Memory demand keeps climbing as edge AI arrives; Korean memcaps ride a multi-year capex wave up
MULONG@ $1,116.22
$812.61-27.20%
since call Jun 26
“N/A”
@Semi Doped · Vikram Sekar
N/A
ONLONG@ $89.12
$81.18-8.91%
since call Jun 26
peak +4.3%
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