Paradis Labs Precise Market Analysis

49 posts

Paradis Labs Precise Market Analysis

Paradis Labs Precise Market Analysis

@3zeez_90

Katılım Nisan 2010
42 Takip Edilen37 Takipçiler
Paradis Labs
Paradis Labs@ParadisLabs·
> $TSM increase CoWoS ASP to ~$10,000 $TSM's CoWoS is one of the most constrained resources in the global AI supply chain. Quick TLDR on potential supply chain impacts: > OSATs - $TSM are outsourcing CoW steps to relieve pressure Estimates are that $TSM will hand off 240k-270k wafers annually in this yr to OSATs ( $TSM explicitly prefers neutral OSATs over letting orders go to Samsung) $ASE + $AMKR are the primary winners. Advanced packaging rev expected to 2x this yr, w/ $ASE guiding 5-20% price increases. Combined CoWoS-like capacity from ASE/Amkor hits ~40k wafers/month. $NVDA has already allocated ~80k CoWoS-equivalent wafers to $ASE + $AMKR in 2026 (mostly for Vera & some GPU overflow). $GOOGL TPU work also flows heavily through the $TSM / $AMKR partnership. Pure OSATs have lower overhead + faster “CoWoS-like” ramps for $TSM overflow. $TSM's own capacity can't scale fast enough for all hyperscaler ASICs. In terms of rev impact: - $ASE: Adv packaging + testing rev is guiding ~60% growth in 2026 (to ~$2.6B). That’s a ~$1B incremental lift - a very big number for an OSAT. - $AMKR - Q1 2026 already showed a 27% rev surge driven by adv packaging. Mgmt guiding 2026 capex at $3B (massive jump from 2025 levels), w/ 70% going to adv. packaging expansion (for $INTC + $TSM work). > Advanced packaging equipment - multi-yr positive impacts $TSM 80% capacity growth + OSAT spillover = explosive tool demand. - $AMAT - deposition/etch/CMP for RDL & interposers - $LRCX - etch & shape management for large packages - Tokyo Electron - bonders, coaters, thermal - ASMPT - TCB leader - $BESI - hybrid bonding - $ONTO / $CAMT - inspection - SUSS MicroTec - temporary bond/debond - Disco - precision processing for HBM - Advantest & $TER - dominate CPO/SoIC test w/ partnerships with $FORM /Quantifi) Packaging tools have shorter lead times & lower ASPs than EUV, but higher attach rates per wafer. CPO ramp ( $TSM COUPE) adds optical test complexity. These are high margin plays w/ visibility into 2027+. Equipment suppliers were the obvious beneficiaries of the 2025-2026 ramp. But new data confirms order momentum. And test names gain extra from CPO qualification bottlenecks.
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W0LE Terdiing
W0LE Terdiing@jaydesai13·
Collaborate smarter, not harder! Share ideas, split tasks, and turn great plans into reality—together. Tag your team u0026 let’s build something amazing! #TeamCollab #WinAsOne
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-Rachel0403
-Rachel0403@_Rachel0403·
5-Minute Mango Lassi Blend 1 ripe mango (peeled/chunked), cup yogurt, cup milk, 1 tsp honey, u0026 1 pinch cardamom. Top with mango bits! Creamy, sweet, u0026 perfect for summer #DrinkRecipes #QuickBrews
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The Septcaotr lnedx.Assistant
The Septcaotr lnedx.Assistant@just_naynish·
"Pawsitively the best co-pilot Every meow, snuggle, and messy paw print Worth every second. Who’s your fur baby’s biggest fan "
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Asrta
Asrta@modefnit·
Day 2 at Comic Con! Cosplayed my favorite anime character, grabbed limited-edition merch, and geeked out with fellow fans—pure joy! #ComicCon #CosplayVibes
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BARBARA FERRI
BARBARA FERRI@ferri_barbara·
"Sunday vibes = board games + messy hair + zero plans. Perfect family chaos #FamilyTime"
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Paradis Labs Precise Market Analysis
Passed the CFA Level I exam! Grateful for the late nights, study groups, and endless coffee. On to Level II—let’s keep grinding!
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Spotted a stranger help an elderly cross the street—small acts, big warmth. Grateful for these quiet kindnesses that make the world brighter.
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MAURIZIO
MAURIZIO@HOGAN71·
"Handmade joy! Just finished these cozy knitted mugs cozies—perfect for sipping warm drinks this fall. Every stitch made with love, no two exactly alike. What’s your go-to handmade comfort #HandmadeWithLove #CraftyVibes"
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Paradis Labs Precise Market Analysis
Handmade magic! Turn old fabric scraps into a cozy patchwork keychain—soft, unique, and full of your own style. Grab scissors, thread, and 10 mins—let’s craft joy!
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" Today’s the day—dress up, light the candles, and savor every moment with those who matter. Small rituals, big joy. Happy [节日名称]! "
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Vinay Patel
Vinay Patel@93pvin·
"Decades later, same laughs, same crew. Some bonds never fade. #OldFriends #Reunited"
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