Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
가입 February 2012
152 팔로잉 중 144K 팬
$INTC EMIB substrate yields reportedly jumped from ~30% in 2Q26 to ~45% now.
Next targets: 50% by 4Q26, 60% by 1Q27.
Google expected to adopt EMIB-T in 2027. AWS testing.
Intel CEO Lip-Bu Tan on substrates: Intel "has to prepay" suppliers to secure capacity.
Advanced packaging is the next chokepoint after HBM $TSM $ASX $AMKR
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$TSM $ASX $AMKR
CoWoS capacity doubles again by 2028e.
18k wpm in 2023.
370k wpm by 2028e.
That's ~20x in five years.
And TSMC can't carry it alone. The non TSMC slice (Amkor, ASE, UMC) grows to roughly 110k wpm by 2028e, nearly a third of the market.
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