$Cohu(COHU.US) rose by more than three points, while $HANS CNC(03200.HK) fell by more than four points.
Both are semiconductor equipment. The testing segment is rising, while PCB drilling equipment is falling. The former follows the utilization rate of packaging and testing capacity; the testing duration for AI chips is inherently much longer than that for traditional chips, so the demand has been genuinely pulled up. The latter is tied to capital expenditure in consumer electronics and general base materials, which remains at the bottom.
The internal temperature difference within the equipment sector has widened significantly. Is it that AI-related testing demand is truly starting to spill over to the equipment side, or is it just funds shifting positions within the same sector? 😏
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