“Huawei just confirmed wafer-to-wafer hybrid bonding is the gating technology for its Kirin 2026 chip, and Applied Materials built the only high-volume-ready bonding system on the market, plus took a 9% stake in BESI, the top bonding equipment maker — its hybrid bonding revenue is on track to hit €476M in 2026, up from €36M in 2023.”
“Looks like LogicFolding uses W2W Hybrid Bonding We previously thought that it would be D2D Hybrid Bonding”
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