AUROS
📋 Auros is positioned for higher upside due to involvement in SK Hynix/Samsung HBM4 hybrid bonding roadmaps with ~$280m revenue; Towa is a monopolistic compounder in the same space
Auros is positioned for higher upside due to involvement in SK Hynix/Samsung HBM4 hybrid bonding roadmaps with ~$280m revenue; Towa is a monopolistic compounder in the same space.
Evidence & details
- +Auros part of SK Hynix/Samsung HBM4 hybrid bonding related roadmaps
- +Auros at ~$280m revenue
- +Towa described as monopolistic compounder
- âš¡HBM4 hybrid bonding adoption
- âš¡AI-driven demand for advanced packaging
Chart
Post Timeline · 2 posts
@PW8103841574101 Nothing's changed about Auros, it's just waiting for volume ramp after Samsung/SK Hynix qualification. I don't control day-to-day price movements.
Thesis: Waiting for volume ramp after Samsung/SK Hynix qualification.
@2victorspoils I liked Auros for higher upside since they’re part of SK Hynix/Samsung Hbm4 hybrid bonding related roadmaps at ~$280mz Over in Japan, Towa was a bit of a more boring but monopolistic compounder. As the ones I’ve posted about so far. There’s a lot more, I’ll shar…
Thesis: Auros is positioned for higher upside due to involvement in SK Hynix/Samsung HBM4 hybrid bonding roadmaps with ~$280m revenue; Towa is a monopolistic compounder in the same space.
Auros is positioned for higher upside due to involvement in SK Hynix/Samsung HBM4 hybrid bonding roadmaps with ~$280m revenue; Towa is a monopolistic compounder in the same space.
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