Credo Technology Group Holding Ltd
$CRDORising on XNASDAQAdvanced Packaging & AI Interconnect
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TSMC reportedly plans to raise CoWoS advanced packaging prices by 10-20% as demand spreads from GPUs to CPUs and ASICs. Supply chain sources indicate buyers have stopped negotiating, with equipment lead times stretching to eight months.
Research →Amkor reported Q3 sales of $1.991B with computing mix rising to 26% and gross margin expanding to 18.3%. Advanced packaging capacity expansion is reportedly underway amid broader AI demand.
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