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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
가입 April 2024
336 팔로잉 중    46.3K 팬
Development by 2028 and mass production by 2030 was always the predicted timeline, to be fair $LPK, Absolics, Rapidus, and SEMCO were aiming for mass production by 2028, but that seems unlikely, at least not at a large scale across the industry
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Korean media reports that Nvidia has asked substrate makers in South Korea, Japan, and Taiwan to complete glass substrate development within two years, potentially before 2028.
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