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News
The Semiconductor Equipment Boom Shifts From China to Korea and Taiwan
4+ day, 12+ hour ago (167+ words) Global semiconductor-equipment revenue reached $40.53 billion during the second quarter of 2026, increasing 22.6% from the prior-year period and 10.9% sequentially. This marked the second consecutive quarterly record and raised first-half 2026 revenue to $77.08 billion, according to data compiled by The Information Network. The headline…...
Onto Innovation’s 80% Packaging Growth Masks a Lithography Problem
3+ week, 2+ day ago (280+ words) That is the investment issue behind the LG announcement. LG does not threaten Onto’s entire advanced-packaging portfolio, and it does not compete with Dragonfly. It challenges the financially undisclosed JetStep franchise, whose competitive performance is obscured by Onto’s much stronger…...