SemiVision 🇹🇼 👁️👁️
@semivision_tw
Expertise in Semiconductor Industry │Silicon Photonics│AI Industry│Supply Chain│ASIC│Ecosystem │Food │Travel
参加 January 2025
1.7K フォロー中 13.9K ファン
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.
もっと見る
