mona

I found my own vitamin B🍊oo

[mona @jess_z8]

谢谢能见到你💙
因为从你的歌声收获过很多力量所以真心希望如果胜宽能少一点烦恼就好

胜宽呐，真的希望你能幸福，真的
我有太多个瞬间因为你而幸福了

[SemiVision 🇹🇼 👁️👁️ @semivision_tw]

ASMPT in Advanced Packaging CoWoS

Dual-platform equipment supplier across advanced packaging and SMT: ASMPT is not merely a traditional SMT equipment supplier; it also has strong semiconductor assembly and packaging equipment capabilities. Its product portfolio covers die bonding, flip-chip bonding, thermo-compression bonding (TCB), wire bonding, molding, SMT placement, inspection, and power module packaging. Strategically, ASMPT is extending its position from conventional electronics assembly into advanced packaging, AI servers, HBM, co-packaged optics (CPO), and silicon photonics (SiPh) packaging.

[P Equity Research 📰 @pequityresearch]

More news on ASMPT $0522.HK after it went up 11% yesterday.

ICYMI: This companies specializes in TCB and D2W hybrid bonding for logic and memory.

ASMPT has ~30% market share in the TCB market, aiming for 35-40% by 2028 which would be 2nd behind Hanmi Semiconductor.

This is important because according to SK Hynix management, the global memory chip shortage could persist until 2030.

According to estimates by KAIYUAN Securities, under full-capacity scenarios, the number of new TCB bonding tools required globally for HBM production in 2026–2028 is projected to be 532, 648, and 748 units, respectively. The firm noted that major global memory producers are ramping up capacity, driving increased demand for TCB equipment procurement.

Industrial Securities issued a research report stating that although ASMPT’s current valuation already reflects the upcycle in advanced packaging, the company’s order intake is expected to continue growing, alongside sustained improvements in profitability.

I discussed more in detail about ASMPT in this article if interested:
https://t.co/wMe5KQhAes

[진짜 슈우(임시) @dailyshuuu]

머야 므서워!
#사라지지않기위한상호마음나누기협회

[mona @jess_z8]

李奎炯 真的是神卡，偏执，爱，心疼，亲和结合在一个人身上
他是所有卡最���接受细薰就是光的人，他也是唯一一个本身就充满对细薰的吸引力的人
本来以为是刘岩2.0走和蔼可亲叔叔路线但完全不是的！！！
和文成一配绝了

[mona @jess_z8]

由于我最喜欢的海振没有悬念的是寿
寿子完全不是bg或者是bl是“我们沉溺在爱的各种形态之间”
细薰的话其实每个人都别有一番风味
文成一 - 神场每一个细节逻辑情绪无可挑剔，带有傲气和狂妄的一般细薰，我觉得式make sense的因为只有这样的人才能创造出光这样的角色

[mona @jess_z8]

换卡如换剧 - 我要看寿/李奎炯 配 厉旭/文成一

[mona @jess_z8]

但是前两场真的看得我每次眼泪落下
最后一场金海振完全完全看不懂。太弱了，只有���弱的一面的金海振是不会想在临死前和giant完成一部有生命写出的巨作的。
在告白最后居然是骂完人哭着跑下台留细薰一个人在台上哭？？？这样的海振是觉得不会写出最后的海振的信的。所以听着很虚伪

[mona @jess_z8]

尹素浩 - 史上最好的眼泪落下唱出来了，这位适合唱首录曲，有可以的把每一个细节都唱得很完美特别是眼泪落下和当我死去时。
很狂躁的细熏？由于对比对象是文成一（上一场）所以演得很套壳子
确实感觉要毕业了虽然唱得真的非常完美但是腔调很不像17岁所以有点出戏
但是唱得真的很完美每个音都看好很完美

[mona @jess_z8]

文太裕 - 逻辑和厉旭演得比较像，被自己笔下的角色光保护很好的。他爱金海振会比较像人爱小狗是很纯粹的，其他两位都多多少少带有征服带有自我证明带有仰慕敬爱。音色不太是我的类型（可能是逻辑跟厉旭像我就先入为主了…

[콘텐츠제작사 라이브 LIVE @livecorp2011]

💌#뮤지컬팬레터 해진의 편지 MV

❝모든 일은 나로부터 비롯되었다❞

뮤지컬 <팬레터> 10주년 기념 공연,
김경수 배우의 뮤직비디오를 공개합니다!

김해진｜#김경수

뮤지컬 <팬레터> 10주년 기념 공연
2025.12.05~2026.02.22
예술의전당 CJ토월극장

#뮤지컬 #팬레터 #2025팬레터
#팬레터10주년기념공연 #예술의전당
#뮤직비디오 #해진의편지

[mona @jess_z8]

泡泡玛特到底是塞了多少钱…

[nacho con O @NachoConO]

de la nada aparecieron unos LABUBUS en la ceremonia de apertura del mundial 😭

[헤이레이의 기억 @HeyreyP]

260606 밤 팬레터 무대인사
김해진 #김경수 #배우김경수

네가 웃으면 나도 좋아✨

[헤이레이의 기억 @HeyreyP]

260606 밤 팬레터 커튼콜
김해진 #김경수 #배우김경수

🦦

[유메론 @yumelonnn]

김걍스 안경캐가 좋은 이유

온냉 다 말아줌

[ʕ ´• ᴥ •` ʔ .｡oO ( 🧡 ) @MU__MU__S2]

260606 팬레터 밤 💌 막공 커튼콜
김경수 문성일 소정화 정민 김지욱 이승현 김보현

어느 밤 어딘가에 만나게 될
지친 마음의 사람이 있다면

[✨러러✨(۶•̀ᴗ•́)۶—̳͟͞͞ᰔᩚ @___le__le___]

지미눈찌르는도련님오랜만에보니까너무귀엽

[SHUU @shuu_pic]

260606 뮤지컬 #팬레터 커튼콜

반짝반짝한 눈✨

김해진 #김경수 #배우김경수

[𝑿-𝑭𝒊𝒍𝒆 @x_file_365]

260606 뮤지컬 팬레터 밤공 막공 무대인사
김해진 #김경수

태준이형 지욱배우님 소감 가만히 듣다가 주르륵 😢

[mona @jess_z8]

许久未拍男豆

[mona @jess_z8]

美貌闪着金色���光…

[베티 @bty1227_]

오늘 날씨가 너무 🌳6월의 어느 여름날☀️ 이니까 모두 이 영상을 보자 、、
내 디어에반핸슨 최애 영상인 유윌비 시츠.ᐟ
볼때마다 너무 벅차오르구 막 충무아트센터 뛰어가고 싶구 그럼🥹・・・