Reading the industrial logic of IC substrates,
and bringing AI into factories and research teams.
16 years on the IC substrate manufacturing floor (fab construction planning, capacity allocation, yield) applied to ABF/BT substrates, advanced packaging and the CoWoS supply chain for domestic and foreign fund managers and research teams. I also help manufacturers and research teams adopt AI: production and yield data analysis, document and report automation, AI Agent workflows and training.
Are you still using top talent for machine-level tasks?
In the battleground of capital and commerce, speed and depth determine the winner. Yet, inefficient legacy workflows are draining decision-makers.
Information Overload
Facing hundreds of pages of earnings call transcripts and reports daily, analysts lose their energy on inefficient data collection instead of high-value logical deduction.
Lack of Depth
General-purpose AI lacks domain know-how. Its analysis reads like Wikipedia, full of fluff and disclaimers, making it useless for real investment and business decisions.
Fragmented Workflows
Buying numerous AI tools without the ability to automatically connect them to internal databases. They devolve into glorified text generators requiring constant copy-pasting.
What I Offer: Industry Advisory and Enterprise AI Adoption
The core service is IC substrate and advanced packaging expert advisory for domestic and foreign fund managers. The secondary line is enterprise AI adoption for manufacturers and financial research teams.
IC Substrate & Advanced Packaging Expert Advisory
Who I serve: domestic and foreign fund managers and investment research teams, and clients of the GLG (Gerson Lehrman Group) and AlphaSights expert networks. What I offer: expert calls, industry briefings and custom research, built on 16 years on the IC substrate floor and AI research tools that cross-check earnings call transcripts and financials.
- ✓ ABF/BT Substrate Capacity & Yield Analysis
- ✓ CoWoS/EMIB Advanced Packaging Supply Chain
- ✓ Spec Upgrades & Margin Impact
AI Adoption for Manufacturers
Who I serve: factories and production management teams. What I offer: drawing on 16 years on the IC substrate floor (fab construction planning, capacity allocation, yield troubleshooting), I first map which steps in your production and management workflows AI can take over, then build and deploy them.
- ✓ Production & Yield Data Analysis
- ✓ Document, SOP & Report Automation
- ✓ AI Agent Workflow Builds
AI Research Workflows & Training for Research Teams
Who I serve: financial research teams, investment firms and corporate decision-makers. What I offer: the research workflows behind my own AI research architecture (Stock Router), packaged as in-house training and adoption projects so your team can run its own AI Agent architecture.
- ✓ Research Workflow Automation (Earnings Calls, Financials)
- ✓ In-house AI Team Training
- ✓ Model & API Cost Optimization
IC Substrate & Advanced Packaging Fab Consulting
Who I serve: companies and investors planning new or expanded IC substrate and advanced packaging lines. What I offer: 16 years on the IC substrate floor and hands-on ABF/FC-BGA fab construction experience, applied from facility planning and tool selection through volume ramp, to cut construction risk and shorten the learning curve.
- ✓ Fab Planning & Capacity Allocation
- ✓ Tool Selection & Process Layout
- ✓ Volume Ramp & Yield Improvement
More than software engineering,
it's an extension of hardcore industry logic.
We are not just a software company; we are a technical think tank with frontline manufacturing and capital market experience. We know where the alpha is in your industry, and how AI can help you capture it.
Industrial-grade Domain Knowledge
Tech experts who truly understand the hardcore logic of semiconductors (IC substrates, advanced packaging) and manufacturing, infusing AI with real Domain Know-how.
Custom AI Agent Workflows
From scraping and RAG to Multi-Agent collaboration, we build tailored, autonomously running digital brains for enterprises.
No-fluff Precision Output
Designed for institutional and C-level decision-makers. Stripping away filler words to hit the core. (e.g., our Stock Router system that generates precise buy/sell ratings in a single run).
Jerry (Zephyr)
Founder, Zephyrtech
16 Years on the IC Substrate Floor,
Translated into the Language of Fund Managers
"True insight never comes from piling up massive data; it comes from a profound understanding of the industry's underlying logic."
I am Jerry (Zephyr), founder of Zephyrtech. With 16 years of hands-on experience in the IC substrate industry, I have navigated the technological evolution and supply chain dynamics—from traditional high-end PCB, SLP (Substrate-Like PCB), and fine-pitch mSAP processes to ABF substrates, advanced packaging (CoWoS / EMIB / CoWoP), and Silicon Photonics (CPO). I haven't just observed these shifts from the sidelines; I've been on the manufacturing frontlines. My track record includes greenfield fab construction, direct technical interfacing with tech giants like Intel, and a deep command of next-generation Glass Substrate technology. Having actively resolved countless critical bottlenecks in yield, capacity allocation, and spec upgrades, I understand exactly how technical parameters translate into gross margins and investment alpha.
Core Value: Translating Tech Specs into Investment Alpha
I help the financial sector decode the structural dynamics of PCB substrate-ization and advanced packaging. From micro-level fab bottlenecks (e.g., laser drilling micro-trenches, mSAP fine-pitch limits, laminator lead times, specialized fiberglass shortages) and optical PCB spec upgrades to macro-level global AI server projections, advanced packaging architecture roadmaps (CoWoS / EMIB / CoWoP), and Silicon Photonics (CPO) patent moats, I turn obscure technical news from the fab floor into actionable commercial signals for institutional investors.
Target Audience: Top-Tier Capital Market Decision Makers
My primary clients include domestic and foreign fund managers and buy-side research teams. As a core industry consultant for the world's leading expert networks, GLG and AlphaSights, I bridge the gap between technical complexity and investment logic through deep-dive interviews, industry briefings, and bespoke research.
Tech Enablement: AI-Driven Research Brain
While serving institutional clients, I noticed that financial research is often bogged down by labor-intensive data gathering. To solve this, I merged engineering systems thinking with LLM technology to build a proprietary AI research architecture (Stock Router). It doesn't just parse financial data efficiently; it is hardcoded with semiconductor Domain Know-how, meaning the AI actually understands how the industry generates profit.
AI Adoption: Who I Serve and Where We Start
AI adoption is my secondary service line, for manufacturers and financial research teams. Across 16 years on the IC substrate floor, fab construction planning, capacity allocation and yield troubleshooting produced a constant stream of data, documents and reports. I help factories identify which of those steps AI can take over (production and yield data analysis, document and report automation, AI Agent workflows) and deploy them; for research teams, I deliver AI training and adoption projects built on the Stock Router research workflow.
Latest Insights
Eternal (1717.TW): The Hidden Beneficiary of AI Infrastructure
The invisible winner in CoWoS / advanced packaging resins and underfills. Management guides for H2 2026 volume ramp...
Chienrung (5340.TW) Ruthless Analysis: Severely Overvalued
Stock Router v4.2 live test. P/E 100x+ far exceeds ITEQ. Currently restricted. Extreme valuation compression risk...
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