$Advanced Semiconductor Engineering(ASX.US) filed ~$160M of equipment POs in the last 48hrs:
$36M Advantest + $35M Hon Precision handlers at SPIL, filed an hour apart - full test cells.Advantest POs hit the disclosure threshold in 3 weeks vs 12 months for the handlers.Plus a $50M ASMPT batch at ASE - likely TCBs - and $39M of All Ring Tech dispensing/automation for the packaging lines.Source: Chips & Wafers
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