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Is glass substrate finished? What is a SiC interposer?
The End of the Glass Substrate Myth? Has the Winner in Semiconductor Packaging Already Been Decided?
Sep 25
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Jukanlosreve
11
6
Transcript of an expert call with a ByteDance specialist
Cambricon 690, Ascend, Bytedance's ASIC, China's token consumption, Nvidia's market share
Sep 21
•
Jukanlosreve
12
HBM Hybrid Bonding: The Companies That Dominate CMP Will Be the Winners – A Complete Overview of Hybrid Bonding
SemiconSam Original Report
Sep 18
•
Jukanlosreve
11
Why did I turn bullish on NAND? feat. HBF
SemiconSam Original Report
Sep 13
•
Jukanlosreve
29
3
Why Smart Glasses Are Already Dominated by China — Why Even Apple and Meta Have No Choice but to Cooperate
Recently, there was an article like this.
Sep 7
•
Jukanlosreve
23
Three Issues That I Think Will Determine Next Year’s Memory Market
SemiconSam Original Report
Sep 6
•
Jukanlosreve
18
August 2025
Urgent Check: Samsung HBM Update (Paid Post)
SemiconSam Original Report
Aug 20
•
Jukanlosreve
2
1
Consulting Call Transcript (August 18, 2025)
SemiconSam Original Report
Aug 20
•
Jukanlosreve
2
2026 HBM: A Shift from Monopoly to Competition
Based on a report by Kiwoom Securities.
Aug 14
•
Jukanlosreve
2
2
Script for Expert Call: NVIDIA H20 Rumors / RTX Pro 6000 / CoWoP / GPT-5 / OpenAI / AMD / Intel
SemiconSam Original Report
Aug 5
•
Jukanlosreve
22
3
A Memory Down Cycle is Coming, But It Won't Be Long.
SemiconSam Original Report
Aug 1
•
Jukanlosreve
30
July 2025
Exclusive: NVIDIA is expected to begin production of the B20 project soon, in addition to the B30
SemiconSam Exclusive
Jul 16
•
Jukanlosreve
7
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