Report
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InFO - The next generation IC packaging

​As it is becoming more difficult to solely rely on front-end tech node migration to drive better performance and cost, the new packaging technologies (InFO, CoWoS, etc.) could become more important than ever. TSMC has demonstrated its leadership, while other foundry and OSAT players will try to play catch-up. Meanwhile, substrate vendors could lose up to hundreds of millions per year.

Provider
Yuanta
Yuanta

​Yuanta is a Taiwan-headquartered brokerage with a growing presence in Asia, especially across Greater China. Our team of 140+ provides cutting-edge analysis on key sectors, spread across offices in Taiwan, Hong Kong, Shanghai (A-Share), Seoul and Jakarta. With an ever-expanding coverage universe of 400+ companies, we provide in depth analysis with unique local color to investors. Consistently being voted the Best Investment Consulting Firm in Taiwan in the AsiaMoney broker poll is evidence of our strength. We target providing an extensive range of research, from small, to mid-sized, to large cap. We bring you the big, well-covered names, as well as going off the beaten track to research the less-familiar companies.

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