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Re: A deleted message

Monday, 12/19/2022 10:50:25 AM

Monday, December 19, 2022 10:50:25 AM

Post# of 189271
Juenke, seems to me their front end work is solid, and push is on to see if they can encapsulate using solely their own tech/IP or possibly will require partnering.

For them to shift from front to back-end packaging IMO is very good.

It is a given their will always be a front end focus for added performance and design improvements.

It seems to me our performance is such that high speed computing will be a TAM we will participate in, but I do not have the industry knowledge to know if this is implied in his performance and speed statements.
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