PERSON DIRECTORY
Sherry Zhang
Sherry Zhang appears in 1 indexed conversation across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
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Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and We Have the Patents (AI Supply Chain)
2025 patents point to ASML's unannounced die-to-wafer bonder, several years out, leveraging its metrology and wafer-stage strengths.Logic’s shorter, denser connections offer the clearer efficiency case; HBM’s higher costs and customer requests for fewer layers leave use unlikely before 2029, if at all.Yield still hinges on six-axis alignment, particle control and supplier integration across the conveyor design.