SemiVision 🇹🇼 👁️👁️
@semivision_tw
Expertise in Semiconductor Industry │Silicon Photonics│AI Industry│Supply Chain│ASIC│Ecosystem │Food │Travel
Joined January 2025
1.7K Following 13.9K Followers
That’s why $NVDA need CoWoP ( substrateless)
Interesting…
Taiwanese media thinks the next bottleneck NVIDIA will lock up is ABF substrates — through LTAs, prepayments, strategic collaborations, equity investments, etc.
If that happens, it would be great for me, though lol.
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