Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
Join 14,000+ readers:
加入 April 2024
336 正在關注 46.4K 粉絲
Interesting presentation by $ASX tomorrow on FOPLP
It’ll be interesting to see if they present any new benchmarks, particularly:
· Cost per good package, panel vs. wafer
· Final package yield
· Panels per hour and packages per hour
顯示更多
