Filtered library · Theme
advanced-packaging theme · 4 dossiers
Dossiers in the advanced-packaging theme cluster — 4 names moving on shared catalysts.
All dossiersFORM
FormFactor, Inc.
Probe-card HBM/advanced-packaging pick-and-shovel re-accelerating post-print: the 2026-06-05 Evercore upgrade to Outperform, PT $155 (~20% above the April $125–130 cluster), confirms the ~2026-05-06 Q1 guide held. Narrative ACCELERATING;…
KLAC
freshKLA Corporation
Process-control toll-taker on the AI buildout: custom-silicon design-start proliferation + advanced packaging (>70% YoY) + re-accelerating memory WFE, with FY2026 guided to high-teens growth and 2H acceleration. Narrative is ACCELERATING,…
ONTO
Onto Innovation Inc.
Semicap/advanced-packaging metrology story is intact but the April momentum leg is spent: the 2026-05-05 Q1 came in-line ($292M as pre-announced, EPS $1.42 down YoY) with Q2 guide merely reiterated, and the stock derated ~20% from $316 to…
VECO
freshVeeco Instruments Inc.
VECO is now a merger-arb proxy for Axcelis, not a standalone semicap: all-stock deal at 0.3575 ACLS/share, both shareholder votes approved (~Feb 2026), pending only China SAMR, close targeted 2H 2026. The 2026-06-09 NSA500 follow-on order…