08-04-2023, 09:30 PM
(This post was last modified: 08-04-2023, 09:33 PM by BlackCat.
Edit Reason: grammar
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(09-12-2021, 09:17 PM)¯|_(ツ)_/¯ Wrote: Given these few points, my thinking is MMH had not been breaking thru in sub-10nm space aka non of the sub-10nm chips are using MMH's products.
Similar thoughts. I just started looking at the semicon space, and am trying to figure out what this company does.
What I can gather is that it is involved in 2 ways of packaging chips: wire-bonding (very old) and die-attach (probably flip-chip - currently used for older chips). Are they involved in 2.5D or 3D packaging used for newer chips? (A good description of 2.5D and 3D packaging is at https://www.fabricatedknowledge.com/p/se...ng-history).
So I get the impression they only handle low level chips (eg: household appliances) or mid-level chips (eg: automobiles), but not the high-end chips used for servers or iphones. Is this true? Their 2019 revenue breakdown: 63% of revenue was from countries that don't produce high end chips (China/M'sia/Sg/Philippines).
This might not be a bad thing, as there could be a long-term shortage of lower-end chips due to EVs and IOT (see 'Old chips cost More' https://www.fabricatedknowledge.com/p/th...iconductor).
I wait until there is money lying in the corner, and all I have to do is go over there and pick it up.
Jim Rogers
Jim Rogers