Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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SEMCO is resuming orders for glass-substrate equipment
At the same time, $LPK announced that it had successfully formed TGVs through glass thicker than 2 mm
The need for thicker glass substrates was repeatedly emphasized by key industry players at SEMICON
An interesting correlation
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