Is Onto Innovation the next ASML? Discover how Onto Innovation is helping companies like TSMC, Intel, and Samsung revolutionize chip efficiency. Learn about the shift from traditional organic materials to glass substrates and the potential of lithography in chip packaging. Don't miss insights on the evolution of this technology and its impact on investments.
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Chapters:
00:00 Understanding ASML's Role in Semiconductor Manufacturing
02:16 The Evolution of Semiconductor Packaging
03:54 Advanced Packaging Innovations and Challenges
04:16 Onto Innovation: The Next Big Player?
07:36 The Future of Glass Substrates
08:53 Market Implications and Investment Insights
18:04 Conclusion and Viewer Engagement
Nick and Kasey own shares of Onto Innovation
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