Daniel Romero(@HyperTechInvest):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

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 46.3K 粉絲

Daniel Romero@HyperTechInvest

2026.09.19 20:07

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