The Rise of Domestic Computing Power: PCB Equipment as the Fastest Cash Cow
Introduction The Ascend roadmap and domestic HBM are likely to boost the market share of domestic computing chips. To expand chip production, equipment must be prioritized; among front-end, packaging, and advanced packaging, the first to realize returns and the most stable cash flow remains PCB equipment. Overview of Semiconductor Equipment Front-end: Etching and thin film … Read more