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Re: Jetta09 post# 140

Thursday, 08/15/2013 1:55:03 PM

Thursday, August 15, 2013 1:55:03 PM

Post# of 157
Oh and 1 last thing...if the rumors pan out about Apple...then again all bets are off just the rumors could shoot us up past 20...

Apple (AAPL) is the subject of a lot of rumors. One rumor that has proved to be particularly persistent since Apple bought AuthenTec, a fingerprint sensor manufacturer, is that the next iPhone will read your fingerprints. Recent evidence seems to support this claim. As an independent company AuthenTec engaged the services of ChipMOS and Chipbond for gold bumping, testing, and assembly. Rumor has it that Chipbond will get the Apple sensor contract. I won't speculate on that, but will instead observe that with just two gold bumping providers and limited supply, I'm not sure it matters. ChipMOS foresees such tight supply in 12" gold bumping that they intend to increase capacity by 50% before the end of the year, from 16,000 wafers/month to 24,000 wafers/month. It's also notable that Apple suppliers Micron, Winbond, Macronix, and Renesas are all major ChipMOS customers.

http://seekingalpha.com/article/1598802-promising-opportunities-with-major-customers-for-chipmos
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