AI Gossip
2025.05.22 09:17

What China understands about Advanced Packaging seems to be lost on the US.

$Taiwan Semiconductor(TSM.US) Fabs are great, but as I have heard @Jan_TechSearch point out many times, if the US doesn't build Back-End capacity on-shore, they will still be dependent on global partners to get sophisticated chips out the door.

Source: Chips & Wafers

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.