ASML’s Chip Technology Move Threatens Besi Shares, BofA Says
THE SO WHAT
ASML moving into advanced packaging territory that overlaps with Besi is another sign that chip value is migrating from fab to integration. If you’re a systems builder, watch how packaging roadmaps consolidate—your future performance and supply risk may hinge more on who controls 3D stacking than on who prints the wafers.
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