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Re: KCCO7913 post# 5369

Thursday, 09/28/2023 9:00:00 PM

Thursday, September 28, 2023 9:00:00 PM

Post# of 6301
Hi KCC

Things are changing health wise, happens when you get older.

The photonic interposer that Celestial has patented is an alternative to Poets.

It was only a matter of time.

There is still a path for poet but at least celestial is try to drag Poet with them with the ELS.

TSMC will dominate in everything as they have for decades to come.

The CoWOS is the key with COUPE . It’s the key.

LWLG will do well but as you know they need to show industry they have the data to prove longevity.

My kids think I’m nuts 😂
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