以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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Tecnisco

9 atoms · 跨 2 天 · 首见 2026-04-19 · 最近 2026-05-26

三色: 🟦 fact 4 · 🟥 take 5 · stance ▲4/▼1/◆1

来源: X 9

时态: fresh:7 · aging:2

标签: 好观点:4 · 好数字:3 · 好问题:2

2026-05-26 · HPC/AI 曝险
In theory they have decent upside to the HPC/AI boom
tags: 好观点 · → daily
2026-04-19 [老化中] · 公司规模与风险
It's a serious micro cap (although former subsidiary of disco) with advanced technology in TGV related structures, metallization, Si Glass integration and advanced thermal materials (silver diamond substrate)
tags: 好观点 · → daily
2026-04-19 [老化中] · 目标市场差异
I would argue that they are targeting a different market than LPKF.
tags: 好观点 · → daily

2026-04-19 · 竞争可能性
I wonder if these specs are enough for future Japanese chipmakers to look at tecnisco for future TGV.
tags: 好问题 · → daily
2026-04-19 · 日本市场优势
Agree and would love to hear the argument against its TGV business for the thesis of 'Japan will buy Japanese' (especially when Rapidus comes online).
tags: 好问题 · → daily

2026-05-26 · TGV 精度
This tiny company can achieve precision TGV of 60µm with pitch accuracy <1µm
tags: 好数字 · → daily
value: qty=60µm · date=
2026-05-26 · TGV 路线图
have roadmaps to 20µm
tags: 好数字 · → daily
value: qty=20µm · date=
2026-05-26 · 现金跑道
they only have 3-4 years of runway left
tags: 好数字 · → daily
value: qty=3-4 years · date=未来
2026-05-26 · 银金刚石散热技术曝险
exposure to silver-diamond heat sink technology
tags: 好观点 · → daily