LatentValue
@latent_value7
My tweets/substacks shouldn't be used as investment advice. I speculate and infer often. Do your own diligence. Assume I own names I post about
1K Following 6.3K Followers
I realize the message is lost/changed in translation to some extent, but some Taiwanese message board posts make me pause for a moment. I guess this person is bullish CPO, but it's hard to tell.
Show more
FOCI (
1) FAU to mini-MT with Himax WLO block
2) Mini-MT to ELSFP and MPO Harness
Some photos (not mine) from Naura on Hybrid Bonding uptake for BSI CIS, 3D NAND, HBM, and Chiplets
$INTC Looks like great progress in the Glass Core Substrate presentation at ECTC:
-Void-free, copper TGVs
-Crack-free after 50 cycles of thermal shock
-Panel scale processing
-SeWaRe free cutting glass units
*From LinkedIn
Show more
Pretty neat to see Himax WLO block + Foci RelFACon in a scale-up architecture. Added red arrows
$PENG solutions will require PCBs from TLB to make CXL memory modules, just like the Big 3 do
Partners include SK hynix, Samsung, Micron, and of course have to mention Penguin
Partners include SK hynix, Samsung, Micron, and of course have to mention Penguin
What if..... The most obvious big CPO winner was accessible to buy in the US all along? $HIMX
Nice chart of CPO test ecosystem here:
"Building a Mass Production System for AI Computing Optical Interconnect Technology with High Reliability and Million-Level Delivery Capability" - Speaker: Dr. Sheng-Yu Chen, Chief Technology Officer, Enlight Technology
Show more
