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| Viewpoint |
January 3, 2024
VIEWPOINT 2024: Dr. Robert Wanninger, Senior Vice President Advanced Backend Solutions, SUSS MicroTec
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Dr. Robert Wanninger, SVP Advanced Backend Solutions, SUSS MicroTec
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In order to look ahead to 2024, it is necessary to consider what moved us in 2023. After several years of over-proportional growth, we faced a typical semiconductor market adjustment in 2023.
With regard to our SUSS MicroTec lithography solutions for the advanced backend, order intake in 2023 has been relatively calm which gave us the opportunity to partially execute our huge backlog. However, the sentiment could quickly change again. The intensified talks and projects re-starting in late 2023 confirm our assessment of a temporary market effect limited to 2023.
Megatrends such as artificial intelligence have not been affected by this market adjustment. Especially the breakthrough in high-bandwidth memory used in AI has triggered an avalanche of significant investments from market leaders. Particularly our temporary bonding solutions are benefiting from this trend. We experience record order intake and grow in parallel with the massive ramp-up in capacity.
In addition, More than Moore has now become an inevitable part of the semiconductor value chain. Heterogeneous integration using chiplets, big improvements in multi-chip performance such as fan-out wafer-level packaging or shifts by major foundries into advanced packaging are exemplary for this development. We firmly believe that we will continue to benefit from increasingly complex and powerful integration solutions in the future.
Dr. Robert Wanninger, Senior Vice President Advanced Backend Solutions
SUSS MicroTec
http://www.suss.com
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