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Was 2021 the year of #SupplyChain#? Not quite.
It was more like the year of #SupplyPain# on the West Coast.
TrendForce maps the companies supplying bonding equipment
Hybrid bonding is already used in niche applications. Soon, it’ll take over many facets of advanced packaging
$BESI and ASMPT ( have the broadest exposure, with Hanmi (042700.KS) and Hanwha Semitech competing in memory TCB
EV Group and Tokyo Electron (8035.T) occupy the wafer-to-wafer bonding side, while Shibaura Mechatronics (6590.T) competes with Besi and ASMPT in die-to-wafer hybrid bonding
SUSS ( appears across both hybrid-bonding formats for memory
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Saudi Aramco Will Be Supplying Full Oil Volumes To European Customers In November
KAZAKHSTAN HAS ALREADY BEGUN SUPPLYING SMALL BATCHES OF GASOLINE TO RUSSIA -- IFX
The American companies supplying all the stuff to build out artificial intelligence - especially data centers - are enjoying a huge boom. But Iran, tariffs, supply shortages and inflation mean it's good times/bad times, ISM finds. via @MarketWatch
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JUST IN: California rehab operators accused of supplying illegal drugs to recovering addicts to keep them hooked & collect over $210 million from insurers.
FRANCE PRESIDENT MACRON: SAUDI ARABIA COMMITS TO SUPPLYING EXTRA DIESEL TO FRANCE - AFP
Macron: Saudi Arabia Commits To Supplying Extra Diesel To France - AFP
Faber has confirmed it will stop supplying Sally Rooney's books in the UK, saying it cannot pay the Irish author royalties because of her pledge to support the banned group Palestine Action
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GERMANY SAYS US HAS BEEN RELIABLE IN SUPPLYING WEAPONS TO UKRAINE THROUGH PURL, EXPECTS CONTINUED COMMITMENT