bubble boi
CoWoS is fucking cooked !!! I said it here first !
1 hour agobubble boibubbleboi
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

The sentiment regarding CoWoS (Chip-on-Wafer-on-Substrate) packaging technology is highly negative, with the author suggesting the outlook is poor. Specifically, the quoted content highlights a potential significant setback for the CoWoS-L variant. No specific stock tickers or price targets were mentioned in the post.

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head of risk @thru_xyz.