May. 20 at 2:26 PM
$LRCX
The company recently opened a wet lab in Austria focused on panel-level packaging, at a timing that aligns closely with
$TSM CoPoS pilot line completion and
$AMAT’s NEXX electrochemical deposition acquisition.
This has sparked a broader question: is CoPoS quietly moving forward ahead of the widely expected 2028/2029 timeline?
If so, the real upside may not sit in the first-order equipment names, but in second- and third-order supply chain exposure.
Is CoPoS still in validation mode, or already entering pre-scale industrialization?
