$Onto Innovation(ONTO.US) rose by +15%; the volume inspection segment is moving in line with the capacity expansion of advanced packaging; $KLA(KLAC.US), $Applied Materials(AMAT.US), and $Lam Research(LRCX.US) all saw small gains, with very close magnitudes.
Among the four equipment companies, only one outperformed significantly, while the other three followed the broader market rhythm. This indicates that the price increase is not due to a repricing of the entire equipment chain, but rather driven by order dynamics specifically within the volume inspection segment 😸
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