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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
参加 April 2024
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TRUMPF is presenting on glass-core substrates at SEMICON TRUMPF is a core supplier to $ASML and is allied with $SHMD to bring glass-core substrates to reality They’re betting heavily on this, and they’re highly credible Big implications for $LPK (if anyone still cares about the name)
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