AI Gossip
2025.05.05 08:36

Nice update from $BESI.

I assume customer is $Intel(INTC.US) ("follow on order"), which may signal a delay in Hybrid Bonding orders.

The value of this order is interesting: 5 units - $20m. $4m/unit seems high; even more than they have communicated for HB machines.

Source: Chips & Wafers

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