<Doesn't HTCH's TSA still use flex in the "Tail " in many applications?>>
They did last year, but this could have changed. It was clearly a long term goal of Hutch to make TSA with tails, but yield loss might have held them back. Eventually, I'd guess they would solve this problem. Making a tail required etching the entire stainless steel base away where the flex or tail was happening, and getting less units per panel processed because of space wasted printing tails.
I'd guess, that Hutch started out with little concern over loosing the tail to another vendor. In stead, they just wanted to get basic supply up enough to win as many programs as possible. That's been acomplished and now that they've got their numbers up, they will probably be satisfied getting smaller yields per panel.
On the surface, this might sound like I know what I'm talking about, but actually I'm not close enough to the subject now to comment with any accuracy.
I stopped following Innovex when it was clear they had lost the game on their major business, head interconnects. Maybe their joining with AdFlex is worth some renewed interest, but AdFlex was down from about $25 when Innovex bought them for something under $4. This indicates to me that there is come problem here, and whether Innovex can turn them around is anybodies guess.
Don't know if that helps.
Regards,
Mark |
