👇 This is a big story.
1. While the CoWoS estimates are impressive, more importantly, they are suggesting that there was in fact a pause in CoWoS capacity expansions, but that has now concluded and it's full steam ahead.2. 10k WPM of WLMCM is not a small number. What exactly is the process here? It sounds like some combination of CoW and InFo. If that's the case, tool makers are going to get orders for an incremental additional 10k wafer capacity.Source: Chips & Wafers
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