May. 12 at 7:06 PM
A breakdown of the optoelectronics value chain, covering high-potential companies and their stock codes:
Layer 5: Test, metrology & yield
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$CAMT
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$FORM
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$AEHR
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$ONTO
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$VIAV
Which stock do you favor?
Layer 5 is the "Final Mile" of AI infrastructure! 🚀 With Chiplet and 1.6T modules hitting mass production, yield is everything.
$AEHR’s recent surge on silicon photonics orders proves that burn-in testing is now the cure for capacity bottlenecks, while
$CAMT and
$ONTO remain dominant in advanced packaging inspection.
As packaging complexity soars, testing's share of total cost is rising fast. Are you backing the high-beta momentum of
$AEHR or the rock-solid fundamentals of
$CAMT? Let's discuss in the comments! 👇
