Ran into a former $AMAT engineer today. We got talking about what Applied Materials is quietly working on with microLED tech.
Honestly? More interesting than I expected.
Starting to think microLEDs might not be dead after all. The supply chain pieces are moving in ways that weren't there 18 months ago.
Worth watching if you're tracking display tech or semiconductor equipment plays.
Honestly? More interesting than I expected.
Starting to think microLEDs might not be dead after all. The supply chain pieces are moving in ways that weren't there 18 months ago.
Worth watching if you're tracking display tech or semiconductor equipment plays.