We have heard a lot about Front-End China localization; that is China producing their own Front-End tools to replace international suppliers like $Applied Materials(AMAT.US)
$Lam Research(LRCX.US) $KLA(KLAC.US) and $TE Connectivity(TEL.US)But what we should watch going forward is how China builds up their own #AdvancedPackaging ecosystem.And if you have any doubt about the importance of Advanced Packaging, this statistic should be a wake up call: 👉"the total price of this ultra-high-computing GPU chip is about $3,000, of which the wafer manufacturing cost only accounts for $200, while the cost of advanced packaging is $723, about 3.6 times that of wafer manufacturing"👉 "Industry insiders say that advanced packaging is currently the most innovative and investment-intensive sub-sector in the entire semiconductor field"1/Source: Chips & Wafers
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