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“Kulicke & Soffa $KLIC”
@dnystedt
Kulicke & Soffa named in TSMC CoPoS die bonding category; as a niche pure-play on advanced packaging equipment, CoPoS is a meaningful revenue catalyst
KLICLONG@ $122.61
$90.36-26.31%
since call Jun 22
in postLONG
“Lam Research $LRCX”
@dnystedt
Lam Research named in TSMC CoPoS metallization supplier list; CoPoS ramp adds incremental WFE orders on top of existing CoWoS exposure
LRCXLONG@ $415.75
$294.01-29.28%
since call Jun 22
“Applied Materials $AMAT”
@dnystedt
AMAT named in TSMC's official CoPoS supplier list; new panel-level packaging capex cycle means multi-year equipment orders
AMATLONG@ $626.68
$504.52-19.49%
since call Jun 22
“KLA $KLAC”
@dnystedt
KLA named in TSMC CoPoS supplier list for both metallization and metrology; dual-category presence means maximum order exposure as panel-level packaging ramps
KLACLONG@ $265.00
$180.12-32.03%
since call Jun 22
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