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FC-BGA

GigaVis Follow-Up: Foreign and Institutional Money Tests the AI FC-BGA Yield Bottleneck

Broadcom Reconfirmed a $100B+ AI Semiconductor Run-Rate for 2027: How Korea Should Read the Value Chain

Marvell's Trillion-Dollar Story and the Broadcom Read-Through: What Does It Mean for Korea?

Samsung Electro-Mechanics at KRW 2.8M: 2029 Is Far, and It Must Prove It Is Stronger Than Memory

AI Infrastructure Multiple Map: Why Samsung Electronics Looks Cheap and Samsung Electro-Mechanics Looks Expensive

AI Token Futures and Cost Per Token: It's Now a Cost Race, Not a Performance Race

Dell's Earnings Surprise and Korean Semiconductors: Pricing Power Sits With Components, Not Server Assembly

Samsung Electro-Mechanics at ₩138T Market Cap: An AI Components Play at Hyundai's Weight Class — Can It Command a Premium Over Murata and Ibiden?

Samsung Electro-Mechanics Silicon Capacitors and Intel EMIB-T: The Component That Moved Inside AI Package Power Delivery

Marvell Q1 FY2027 and Korean Semiconductors: The Bottleneck Is Interconnect, Substrate, and Power — Not Just HBM