Waferchem Tech. 晶化科技🇹🇼

Strong R&D to manufacture advanced packaging materials and build-up film.

#semiconductor #ABF

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

WaferChem Tech Introduction 😄
#semiconductor #semi #Taiwan
https://t.co/yfYaeLRsW6

[Jukan @ ICML @jukan05]

In 2025, the HBM market share is projected to be 50% for SK Hynix, 37% for Samsung Electronics, and 13% for Micron (2024 market share: SK Hynix 65%, Samsung Electronics 32%, Micron 3%).

Samsung Electronics’ HBM division is expected to see increased sales to AWS and Broadcom, along with new entry into NVIDIA, resulting in an estimated revenue of KRW 11.5 trillion (+169% YoY) and operating profit of KRW 4.0 trillion (+236% YoY) in 2025.

For SK Hynix, the HBM division is forecasted to achieve revenue of KRW 15.8 trillion (+81% YoY) and operating profit of KRW 7.9 trillion (+65% YoY), driven by an increased proportion of sales from the H200 and B200 models.

As for Samsung Electronics, recent reports suggest that product yields have been stabilizing. Consequently, increased sales are likely to lead to improved profitability, potentially exceeding our estimates.

Source: Kiwoom Securities

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

SAP Process

[決算グラフ化芸人｜統計を学んでいたはずの化学系技術者 @ChemStat66667]

プリント基板プロセスのパワポお絵かき、ついに最終目標だったABFプロセスまで来た。長い道のりだった...
今までエッチングで銅を削っていたものが、めっきで銅配線を作れるようになり微細化が可能に。味の素ビルドアップフィルム（ABF）があるからこそ成立するプロセスです。
https://t.co/0rQthYH0V6

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@ChemStat66667 SAP Process

[決算グラフ化芸人｜統計を学んでいたはずの化学系技術者 @ChemStat66667]

プリント基板プロセスのパワポお絵かき、ついに最終目標だったABFプロセスまで来た。長い道のりだった...
今までエッチングで銅を削っていたものが、めっきで銅配線を作れるようになり微細化が可能に。味の素ビルドアップフィルム（ABF）があるからこそ成立するプロセスです。
https://t.co/0rQthYH0V6

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@YInnovationtech XMSC

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

Hybrid Bonding: The Next Frontier in Semiconductor Interconnects https://t.co/lvVH4f5Fww

[Unitree @UnitreeRobotics]

Unitree G1 Bionic: Agile Upgrade 🥰
Unitree rolls out frequent updates nearly every month. This time, we present to you the smoothest walking and humanoid running in the world. We hope you like it.
#Unitree #AGI #EmbodiedAI #AI #Humanoid #Bipedal #WorldModel

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@singledoggyyyy 阿帕次

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@TShirtnJeans2 @lithos_graphein https://t.co/Vh9Wh7kL3A

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@LXVI_Hadron @lithos_graphein https://t.co/Vh9Wh7kL3A

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@FosterTraveler @lithos_graphein OSAT in Taiwan

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

Key Challenges in AI Systems: Power, Memory, Interconnects, and Scalability https://t.co/RCmQ9b4NdD

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@IEObserve 硬起來

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@Heimerdininder 芭比Q了

[Cerebras @cerebras]

We were asked to comment on Nvidia's CES

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@tualatrix 感覺買不到.....

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@niccruzpatane AGREE

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@m0d8ye 很像Mac mini

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

2025

[Waferchem Tech. 晶化科技🇹🇼 @waferchem]

@SKhynix Nice video