MKSI
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by SuspendedCap 1mo ago
LONG4w ago
“Dig into WFE sub systems”Zephyr
WFE subsystem suppliers are the deeper beneficiary of China capex surge; MKSI provides components to every tool maker in the chain
MKSILONG@ $394.79
$295.47-25.16%
since call Jun 27
LONG1mo ago
“This seemingly innocuous piece of news is actually a panel-level packaging play, for things like glass substrate based advanced packaging — think CoPoS.”Semi Doped · Vikram Sekar
MKS Atotech Guangzhou expansion is a panel-level packaging play on glass substrates and CoPoS
MKSILONG@ $382.02
$295.47-22.65%
since call Jun 26
LONG1mo ago
“$MKSI Atotech acq gunna end up being a monster”SuspendedCap
MKS Instruments' Atotech deal adds recurring consumables revenue and PCB chemistry that the market has yet to fully re-rate
MKSILONG@ $392.63
$295.47-24.74%
since call Jun 18