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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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SEMCO is resuming orders for glass-substrate equipment At the same time, $LPK announced that it had successfully formed TGVs through glass thicker than 2 mm The need for thicker glass substrates was repeatedly emphasized by key industry players at SEMICON An interesting correlation
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