This is an absolutely awesome primer, even for someone who has been in the semiconductor industry for a long time. Love the details, the graphics, and the references. Thank you!
Packaging capacity only becomes utilizable when wet-process chemistry / via-fill yield holds — Atotech inside $MKSI is that consumables layer after the tool install (~24–30mo lag). Buy to size carefully ~$255; catch ~3.0x net leverage and FCF catch-up. https://substack.com/@frontiersignaltech/p-214273426
Thanks Vikram! Great primer, and I appreciate the references!
Good one ,helps clear the clutter,around the terminology
Awesome post! This is the best advanced packaging primer that I have seen. In-depth yet easy to comprehend for the layman
Thank you!
Thank you for this amazing articles. This is my 2nd time rereading it and I intend to do it again until I fully understand everything.
What's legendary article man. And make it FREE! I learned a lot tho ngl, it will take some time for me to digest haha! AMAZING WORK!
Thanks Ray! Glad you find it useful!
This is an absolutely awesome primer, even for someone who has been in the semiconductor industry for a long time. Love the details, the graphics, and the references. Thank you!
Glad you liked it!
Packaging capacity only becomes utilizable when wet-process chemistry / via-fill yield holds — Atotech inside $MKSI is that consumables layer after the tool install (~24–30mo lag). Buy to size carefully ~$255; catch ~3.0x net leverage and FCF catch-up. https://substack.com/@frontiersignaltech/p-214273426
great tech post