Apr. 29 at 2:35 PM
$UCTT AS HBM and 18A come online, areas where UCT has much higher content per machine, both sales and gross margin should really take off. All the major players in Capital equipment are saying the same thing: 2nd half '26 through '27 and into '28 will bring a huge acceleration in orders as existing Fabs re-tool and newer fabs are brought online. Visibility is rarely this clear and universally expected-- re
$LRCX commentary for confirmation. Exciting time ahead for the Capital Equipment space. Still early with plenty of time to position for the massive ramp. No brainer buy into weakness, especially with the convertible note conversion price at
$110 .
