Filtered library · Theme
semicap-equipment theme · 8 dossiers
Dossiers in the semicap-equipment theme cluster — 8 names moving on shared catalysts.
All dossiersCOHU
Cohu, Inc.
AI-compute test picks-&-shovels re-rate still ACCELERATING: Q1 orders +57% YoY, FY26 guide raised +20-25%, AI pipeline ~$750M, sell-side targets $53-60. Eclipse xPU handler + Neon HBM inspection are the leg. Extended at 52-wk highs (~$56)…
ACLS
Axcelis Technologies, Inc.
Memory-capex pick-and-shovel re-rating + pending all-stock Veeco merger drove ACLS +83% in 3mo to ~$167; DRAM is now 32% of Q1 shipments and HBM4 lifts implant intensity. But FY26 revenue is guided FLAT, DCF ~$92, price sits only ~8% under…
FORM
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;…
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…
ICHR
Ichor Holdings
WFE-recovery thesis has fired and is now mid-correction: Q1 (2026-05-04) beat at $256M revenue +15% QoQ, Q2 guided $290–310M, stock +241% YTD into a $78 high. Now unwinding hard -11.5% on 2026-06-05 through the 20- and 50-day amid director…
TER
Teradyne, Inc.
Record Q1 (rev +87% YoY to $1.28B, AI ~70% of mix) printed 2026-04-28 then sold off ~18% the analyst-rally-into-print faded as feared. Broadcom's 2026-06-05 guide miss reset hyperscaler-capex expectations and dragged TER ~12% to ~$358,…
UCTT
Ultra Clean Holdings, Inc.
2026 WFE supercycle ($140–145B, +18–20% YoY) is the live, accelerating narrative and UCTT is the high-beta subsystem supplier with margin-recovery torque. But the stock is up ~4–5x to a $94.95 all-time high, then printed a -12.4%…
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…