Ben Bajarin(@BenBajarin):Tell me you have an external wafer customer without telling me you have an external wafer customer. After LBT said 14A is not guaranteed, I had a call with management and asked if 14A could go forward on external advanced packaging deals alone and the answer was no. So the go forward for 14A, and this, obviously, means its not just a customer for AP but wafers as well.

Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.

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Ben Bajarin@BenBajarin

2026.08.10 13:07

Tell me you have an external wafer customer without telling me you have an external wafer customer. After LBT said 14A is not guaranteed, I had a call with management and asked if 14A could go forward on external advanced packaging deals alone and the answer was no. So the go forward for 14A, and this, obviously, means its not just a customer for AP but wafers as well.