$KLA(KLAC.US) rose by eight or nine points, which is quite eye-catching. $Teradyne(TER.US) rose by seven points, while $Lam Research(LRCX.US) and $Aehr Test(AEHR.US) saw slight gains. The AI storage supercycle is driving up capex, and the equipment sector is the first to benefit.
Micron's HBM and DRAM are sold out, with contract prices nearly doubling year-on-year. Downstream expansion is leading to a queue of orders for equipment like inspection, testing, and etching. This leadership from the equipment side isn't just sentiment; it's the real transmission of the capex cycle. Before Micron's earnings on the 24th, this sector is still worth watching.
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