TSMC’s first CoPoS pilot line equipment is already being installed at subsidiary VisEra’s plant in Longtan, north Taiwan, with much equipment from CoWoS advanced packaging lines, but a few key differences, media report, citing unnamed supply chain sources, who say earliest time mass production likely 2029:
-Lam Research edged out a big US rival for a spot on the first demo line, while V5 Technologies and Scientech also beat rivals into the line.-The time from first delivery of a demo through validation and mass production is expected to take a year-and-a-half.-CoPoS is so new that equipment suppliers only a few demo machines ready, a sign mass production remains far off. 1/2 $Taiwan Semiconductor(TSM.US) $Lam Research(LRCX.US) $Applied Materials(AMAT.US) $Tokyo Electron(TOELY.US) #semiconductorsSource: Dan Nystedt
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.
Post your comment
No Comments