packaging
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 29, 2024 by Mark Papermaster · across every show →
Everything said about packaging, oldest first
Feb 29, 2024 neutral
Papermaster: Semiconductor packaging requires geographic diversity beyond foundry capacity
“And so it goes beyond the foundry. It's the same thing with the packaging. So where do you, as you put those chips onto carriers and you need to interconnect it, you need that ecosystem to have geographic diversity as well.”