For Panel-level packaging (FOPLP) and Glass Substrate, @CounterPointTR just published a new market forecast.
➡️$650m in 2024
➡️$8.1b in 2030
45.6% of growth in FOPLP to come from AI/HPC (seems low?).
84.8% of capacity by 2030 concentrated in China, Japan, and Taiwan.
3/ Enabling tech (optics, cryogenics, specialized materials & manufacturing) is underappreciated yet essential to scaling quantum capability & production, the focus of my recent CNAS report with John Burke.
Slight correction: Post quantum cryptography is likely to be addressed separately, I’m told. Main focus of forthcoming EO is quantum commercialization and coordination.
@aleabitoreddit Also everyone wants to be rich overnight, I still think a lot of these calls have a ton of room to run it just won’t happen in a day.
CPSH is a perfect example of that.
6 months it might not move then another 6 green candles for months