Semi Doped
@semidoped
The industry powering AI, explained daily.
Pod and takes by @vikramskr and @austinsemis.
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Joined January 2026
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TSMC Holds at Microbumps for HBM, Deferring Hybrid Bonding CapEx
Vik: I am bearish hybrid bonding at least for HBM applications. High stacks are too expensive, and hardware makers won’t bite into it.
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