The narrative around AI computing power capital expenditure is clearly penetrating the testing and infrastructure end this wave:
Monolithic Power Systems rose over 4.6%, with power management chips being driven by AI server demand;
Teradyne rose 4.1%, as testing equipment followed the volume increase in advanced packaging;
TTM Technologies rose nearly 5%, with the connection between PCB orders and AI infrastructure becoming more direct;
ASE Technology fell slightly less than 0.5%, a small decline 🙈
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