M.H Lin

[M.H Lin @benwithl]

@pcbanalysis the substrate here is still organic one right?

[M.H Lin @benwithl]

@paurooteri hmm...wondering who is the TGV device supplier/partner of Innolux

[M.H Lin @benwithl]

@JustJake SUBSTRATE

[M.H Lin @benwithl]

@jukan05 hmmm...probably something like TIA and driver?

[M.H Lin @benwithl]

@illyquid how about $NVT nVent? seems to also be a beneficiary here

[M.H Lin @benwithl]

@KairosPraxis Semtech

[M.H Lin @benwithl]

@aleabitoreddit how about $SMTC 's CW laser, but their capacity should be pretty small tho...

[M.H Lin @benwithl]

@Semicon_player thank you for the sharing! have you got to check on OXIDE https://t.co/V5Fohsgcjk they are working with TW Bolite on the glass substrate laser, but the disclosure is quite limited

[M.H Lin @benwithl]

@paurooteri any thought on the future kind of the memory like MRAM? is it still in a very niche application?

[M.H Lin @benwithl]

@jukan05 is $alab a potential CPU trade if you need more cpu -> more retimer?

[M.H Lin @benwithl]

@KawzInvests Have you got a chance to look at OXIDE https://t.co/V5Fohsgcjk? they are also on the glass substrate laser...however, TSMC's copos seems to only ramp in 2030

[M.H Lin @benwithl]

@LinQingV 感謝分享~ 想了解一下現在Q布落地情況, 因為聽說加工上難度較高, 但又看到一些產能的快速擴張, 不太確定這些產能是用於ai pcb的, 所以想請教一下, 多謝!

[M.H Lin @benwithl]

@stockwilsonrice 想請教glass core對於abf產生什麼樣的影響嗎? 理解上glass core substrate仍然需要abf在下面才連上pcb? 多謝

[M.H Lin @benwithl]

@insane_analyst how about the Japanese players, JX and sumitomo

[M.H Lin @benwithl]

@austinsayhi Austin, 還好嗎? 每周還是期待你的分析和分享阿

[M.H Lin @benwithl]

@semivision_tw How to solve the signal loss issue? Through precision timer or retimer?

[M.H Lin @benwithl]

@PhotonCap @BelfortsTaxGuy Thanks for sharing, I am constantly worried about glass substrate replacing ABF, but it is actually sitting on top of it, right?

[M.H Lin @benwithl]

@FinnStockinger Hi, thank you for sharing. I think with glass core substrate, you still need ABF at the bottom to connect with PCB, not sure if it’s correct? If this is the case, the Ibiden will be in the business of both substrate type?

[M.H Lin @benwithl]

@ReyezAriel 謝謝 明白了 所以現在CPO主要用於scale out, 然後順便請教下, 如果在往後以背板連接機架內的compute & switch tray的話, 這樣對AEC的影響會不會有比較大的衝擊