
There are two lines in the semiconductor equipment sector. $MAN YUE TECH(00894.HK) rose about five points, $Entegris(ENTG.US), $Semtech(SMTC.US), and $Ambarella(AMBA.US) all saw slight gains. The equipment packaging and testing segment is warming up along with the sentiment from Micron. $GIGADEVICE(03986.HK) bucked the trend with a slight decline. The memory segment is still weighed down by concerns over SK Hynix's slowing capacity expansion, which is a different story from equipment packaging and testing 😀
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