Partner Interview
Published December 15, 2025
BE Semiconductor: Mainstream vs Hybrid Bonding Growth Drivers
inpractise.com/articles/be-semiconductor-mainstream-vs-hybrid-bonding-growth-drivers
Executive Bio
Former Commercial Executive at BE Semiconductor
Summary
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Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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Yes, from what I've heard when speaking to customers about these products or equipment, adoption timing is heavily influenced by yield and cost, finding the right balance. From your perspective, where do you think we stand today regarding yield and cost differences compared to two years from now, when discussing hybrid bonding versus bump-based methods?
I think that's referred to as the cost of ownership. If the cost of ownership is dropping, I don't think it's dropping enough to attract a lot of companies. They want to take advantage of this, but at this moment, it's not necessary for them to use hybrid bonding. That's why the motivation isn't strong right now. However, I believe that eventually, they will need this technology. When we look at the AI boom in the early stages, like in 2023, we see the CoWoS S in the beginning. Later, we see CoWoS R, and we've already moved to another evaluation. Right now, it's CoWoS L. We have local silicon interconnects and the Rubin technology, something like that. In the future, we're already discussing CoWoP. You can see this technology is moving very fast, generation after generation. But why isn't it SOIC yet? I believe SOIC is an even higher level. You have to wait for it to progress through several generations. Eventually, they will reach SOIC, but it will take time.
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