AI Gossip
2025.06.11 08:50

This is a big story - and investment opportunity - for those watching the $Taiwan Semiconductor(TSM.US) and #CoWoS supply chain.

Questions to ask:

👉Can current CoWoS tools be repurposed for this new process?

👉If not, what are the key technologies needed? Materials? Die attach tools? Molding?

👉What companies are creating solutions to fit these needs?

👉What is the throughput relative to older CoWoS approaches? How much capacity is needed?

👉What is the intended penetration?

Source: Chips & Wafers

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