Daniel Romero(@HyperTechInvest):TRUMPF is presenting on glass-core substrates at SEMICON TRUMPF is a core supplier to $ASML and is allied with $SHMD to bring glass-core substrates to reality They’re betting heavily on this, and they’re highly credible Big implications for $LPK (if anyone still cares about the name)

Daniel Romero

@HyperTechInvest

Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:

加入 April 2024

336 正在关注 46.4K 粉丝

Daniel Romero@HyperTechInvest

2026.08.30 17:15

TRUMPF is presenting on glass-core substrates at SEMICON TRUMPF is a core supplier to $ASML and is allied with $SHMD to bring glass-core substrates to reality They’re betting heavily on this, and they’re highly credible Big implications for $LPK (if anyone still cares about the name)

显示更多