We are on the edge of earnings season and it's feeling palpable. Two headlines that I thought were interesting.
VAT Group preannounced ahead of street orders accelerated meaningfully. 20% of orders were 1 time in nature - but that's a meaningful acceleration ex that.
VAT Group preannounced ahead of street orders accelerated meaningfully. 20% of orders were 1 time in nature - but that's a meaningful acceleration ex that.
Not quite a pre-release but $ONTO put out a total backlog number to the tune of ~$500 million. $100 million of it just for packaging for 2.5d/3d packaging. $100m in orders for new JetStep Lithography system (PCB litho iirc)
Bodes well for $CAMT as well ofc.
Bodes well for $CAMT as well ofc.
$TSM is tonight. I expect a capex guide increase.
How is the $VAT group information not saying "hey chamber count is going to increase a ton"
$SIMO a big pre announcement
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