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drrobertcastellano.substack.com
drrobertcastellano.substack.com > p > kla-camtek-and-nova-three-ways-to

KLA, Camtek, and Nova: Three Ways to Invest in Rising Process-Control Intensity

2+ week, 12+ hour ago   (373+ words) Dr. Robert Castellano's Semiconductor Deep Dive Newsletter KLA, Camtek, and Nova: Three Ways to Invest in Rising Process-Control Intensity AI is increasing inspection and metrology requirements across advanced logic, HBM, and advanced packaging, but these three companies capture the opportunity…...

drrobertcastellano.substack.com
drrobertcastellano.substack.com > p > onto-innovations-80-packaging-growth

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…...