Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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Joined April 2024
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Interesting presentation by $ASX tomorrow on FOPLP
It’ll be interesting to see if they present any new benchmarks, particularly:
· Cost per good package, panel vs. wafer
· Final package yield
· Panels per hour and packages per hour
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