Chips & Wafers
@ChipsandWafers
Reliable source for actionable semiconductor data.
Let the data guide your decision making process.
Now part of @SemiAnalysis_
加入 November 2024
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People don't realize what's happening at the OSATs right now.
In 9 months of 2026, Taiwanese OSATs have placed ~$11B of equipment orders, more than 2019–2025 COMBINED.
Q3 alone was a record $4.6B.
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