Just in case, for those who do not have a deep understanding of POET, this is not POET. In comparison to POET, this Fan-Out approach is not disruptive. See below :-
"Liu and co-CEO C.C. Wei fielded multiple questions on TSMC’s InFO technology, and said it can bring greater than 20% reduction in overall package thickness, a 20% speed gain, and 10% better power dissipation. TSMC has completed construction of the new facility in Longtan, near Hsinchu, Taiwan, for InFO volume production, with manufacturing equipment move-in “on schedule” and volume ramp-up scheduled for the second quarter of next year."
Fan-Out vs Poet is like a featherweight vs a heavyweight.
Fan-Out is also expensive. Note no reference to cost above, just performance improvement.
Fan-Out cannot monolithically integrate all the goodies into one chip, which POET can.
Fan-Out is a good hybrid development, but POET is the real Game Changer, as stated by Ajit (Ex-CEO of Global Foundries).
Note also that through the recent POET announcements over the last few months, we have the complete world class, state-of-the-art supply chain in place.
Full blown prototype demo's on schedule for THIS quarter (Q2).
Next will come NRE deals with undoubtedly massive companies.
The SP is hilariously detached from the potential value of this disruptive technology.
But that time is rapidly coming to and end.
Have a great weekend everyone.
ST