TSMC has built two CoPoS advanced packaging production test lines, one for foreign tools and the other for domestic, making them compete head on in process stability, lead time, cost, and service, media report, adding institutional investors are watching to see which Taiwan vendors can win a place in the new production lines. Some domestic firms are optimistic that their ability to respond rapidly to TSMC’s needs, cost competitiveness, more, will help them win. The paper names some of Taiwan’s best: Scientech, All Ring Tech, Grand Process Technology, more. $Taiwan Semiconductor(TSM.US) $Tokyo Electron(TOELY.US) $KLA(KLAC.US) $Applied Materials(AMAT.US) $ASML(ASML.US) $CSJ #Screen #Disco #semiconductors

Source: Dan Nystedt