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“The three clearest beneficiaries remain: Advanced Node Equipment: ASML, AMAT, LRCX, KLAC”
@au_xbt · AU🧲
Global WFE spend nearly doubles by 2028 per JPMorgan; ASML as the sole EUV supplier captures every advanced node dollar spent worldwide
ASMLLONG@ $1,761.33
$1,642.16-6.77%
since call Jun 24
peak +2.5%
in postLONG
“Advanced Packaging Equipment: With Applied Materials appearing especially well positioned.”
@au_xbt · AU🧲
Advanced packaging is becoming AI's biggest bottleneck; AMAT is singled out as especially well positioned in this fastest-growing equipment segment
AMATLONG@ $602.22
$504.87-16.16%
since call Jun 24
in postLONG
“KLA even stated that visibility into 2027 demand is the strongest in company history.”
@au_xbt · AU🧲
KLA holds majority market share in chip inspection equipment and just reported its strongest-ever visibility into 2027 demand, a unique forward signal during the AI fab buildout
KLACLONG@ $254.01
$180.34-29.00%
since call Jun 24
TIMESTAMPS
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