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“TSMC's first CoPoS pilot line equipment is already being installed at subsidiary VisEra's plant in Longtan, north Taiwan, with much equipment from CoWoS advance”
@dnystedt
TSMC actively deploying CoPoS, a next-gen advanced packaging technology, reinforcing its multi-year capex and technology leadership moat
TSMLONG@ $464.11
$396.27-14.62%
since call Jun 22
“Lam Research edged out a big US rival for a spot on the first demo line”
@dnystedt
Lam Research wins first CoPoS demo line slot at TSMC, securing early-mover advantage in a new advanced packaging capex cycle
LRCXLONG@ $384.89
$292.89-23.90%
since call Jun 22
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