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11min chapter
Doug from Fabricated Knowledge on $SITM
Yet Another Value Podcast
The Epic Seal: Advanced MEMS Technology and Partnership
The chapter covers the development and advantages of the Epic Seal technology by Saitan, which enables the successful sealing of MEMS resonators within a package. It discusses the company's partnership with Bosch and their acquisition by megachips, highlighting the importance of financial support. Additionally, it explores the role of customer concentration and Apple's early adoption of the technology, as well as the potential of MEMS in making smaller Air Pods.
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