# Semco

> Markdown twin of https://roboterminal.app/companies/semco · https://roboterminal.app/companies/semco.md

## On shared sources

- [Hongchang](https://roboterminal.app/companies/hongchang) (1)
- [Huazheng](https://roboterminal.app/companies/huazheng) (1)
- [JNTC](https://roboterminal.app/companies/jntc) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Shengyi Technology](https://roboterminal.app/companies/shengyi-technology) (1)
- [Shennan](https://roboterminal.app/companies/shennan) (1)

## Pulse

- [@tphuang on X](https://x.com/tphuang/status/2112871209108943096)
  ABF capacity is a major issue for AI buildout. China currently has 4 major replacement option: 华正's CBF, 生益's SIF, 宏昌's GBF & 纽菲斯's NBF Theoretically, Domestic capacity will surpass China's demand by …
- [@ricci_nov on X](https://x.com/ricci_nov/status/2109157708872241218)
  Glass substrates moved a step past the lab. Semco has reportedly completed initial reliability tests on 100mm glass substrates and moved to package-level verification with customer chips; JNTC commits…

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Source: Roboterminal · https://roboterminal.app/companies/semco.md