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Skyrigh @Skyrigh_ on x XX followers
Created: 2025-07-22 20:00:00 UTC
🏠Chips don’t ship without it: • $GFS building NY packaging+photonics hub (piece of $XX B U.S. spend). • $AMKR steady $XXXX B Q1 rev—pure‑play OSAT. • $ASML Q2 bookings €5.5 B incl. €2.3 B EUV; High‑NA ramp. Back‑end is the new bottleneck.
XXX engagements
