SemiVision ๐น๐ผ ๐๏ธ๐๏ธ
@semivision_tw
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January 2025
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Thatโs why $NVDA need CoWoP ( substrateless)
Interestingโฆ
Taiwanese media thinks the next bottleneck NVIDIA will lock up is ABF substrates โ through LTAs, prepayments, strategic collaborations, equity investments, etc.
If that happens, it would be great for me, though lol.
๋ ๋ณด๊ธฐ
