ONE-WAYOngoing theme · still written in the latest filings
Demand for high-density package substrates for servers, generative AI and memory
A theme centered on buoyant demand for high-density substrates for servers and package substrates for memory, driven by generative AI and data center investment and memory demand. This contrasts with weak demand for smartphones and tablets.
Companies2How many companies write about this.
Threads2One company can carry more than one thread here.