9 Comments
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Ppawip's avatar

curious who's your favorite semi cap pick?

semicap degen's avatar

would you say now that whether the stock moves up another tier is entirely dependent on tsmc acceptance of gen 5 dragonfly?

Jason's Chips's avatar

Also nice name semicap degen lfg

Jason's Chips's avatar

No it depends on people's moods and vibes on how much they care about the massive HBM order. They said 3-6 months last time so it wasn't necessary, would've been a nice bonus. My opinion is that it should go up but we'll see.

semicap degen's avatar

thanks man for all your stuff

NanRan's avatar

What do you think Onto's earnings today says for KLAC prospects?

Jason's Chips's avatar

Literally nothing. a) KLA is like 20x the size of Onto, OCD and thin film metrology is a tiny sliver of their revenue. b) Nothing fundamentally changed regarding the competition between Onto and KLA. The big shift is against Camtek.

NanRan's avatar

Thanks!