TER260116C120000.US

Taiwan’s ‘Big 5’ chip packaging and testing firms (OSATs) will spend over NT$460 billion (US$14.4B) this year on capex in a bid to catch up with AI-related demand, media report. Industry giant ASE said its biggest problem now is how to accelerate construction, equipment installation, and capacity rollout at 13 new projects and 8 renovations:

Source: Dan Nystedt

Semiconductor test and metrology have become the key factor in AI chip yield, cost, performance and mass production speed, moving this formerly behind-the-scenes work to the fore, media report, citing SEMI Taiwan President Terry Tsao. Instead of just catching defects, modern test and metrology equipment now feeds real-time insights back to the design, fabrication and packaging stages for faster troubleshooting. System-Level Testing (SLT), burn-in testing, and reliability verification have all moved up in importance. #Advantest $Teradyne(TER.US) $Applied Materials(AMAT.US) $KLA(KLAC.US) $Onto Innovation(ONTO.US) $Nova(NVMI.US)

Source: Dan Nystedt

Ardentec plans to invest NT$6 billion (US$185M) in new chip testing lines due to strong AI-related demand, media report, its 3rd investment in Taiwan this year. The investment is via 100%-owned subsidiary Giga Solution Tech. Co. Ltd. The money will be for new production lines and equipment for plants in the Hsinchu Science Park and in Hukou. $Teradyne(TER.US) #Advantest #ChromaATE #semiconductors

Source: Dan Nystedt

Ardentec Corp. plans to spend NT$28.5 billion (US$880M) to expand advanced chip testing capacity and AI-assisted systems in Longtan, Taiwan, media report, citing Invest Taiwan. $Teradyne(TER.US) $Camtek(CAMT.US) $Nova(NVMI.US)

Source: Dan Nystedt

🌙 After-Market Earnings Recap:

$Teradyne(TER.US) Q2 EARNINGS CRUSHED 🔥

The board of Sigurd Microelectronics, the chip packaging firm, approved NT$2 billion (US$62M) more for capex this year, raising the total to NT$8.8 billion from NT$5.9 billion previously, media report. New spending will be aimed at AI chip testing equipment. $Teradyne(TER.US) $Camtek(CAMT.US) $Formfactor(FORM.US) #semiconductors

Source: Dan Nystedt

nasdaq 100 rebalance takes effect today, adding astera labs coreweave nebius rocket lab and teradyne. notice the theme, its basically an AI and space infrastructure refresh. the index keeps tilting harder into the buildout every quarter

🚨 NASDAQ-100 CHANGES