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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
342 팔로잉 중    46.6K 팬
TrendForce maps the companies supplying bonding equipment Hybrid bonding is already used in niche applications. Soon, it’ll take over many facets of advanced packaging $BESI and ASMPT ( have the broadest exposure, with Hanmi (042700.KS) and Hanwha Semitech competing in memory TCB EV Group and Tokyo Electron (8035.T) occupy the wafer-to-wafer bonding side, while Shibaura Mechatronics (6590.T) competes with Besi and ASMPT in die-to-wafer hybrid bonding SUSS ( appears across both hybrid-bonding formats for memory
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