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![Skyrigh_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1939017939325267968.png) Skyrigh [@Skyrigh_](/creator/twitter/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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947748482527449581/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[$asml](/topic/$asml)
[$132b](/topic/$132b)
[$16b](/topic/$16b)
[$gfs](/topic/$gfs)
[chips](/topic/chips)
[globalfoundries inc](/topic/globalfoundries-inc)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/Skyrigh_/status/1947748482527449581)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

Skyrigh_ Avatar 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

Engagements Line Chart

Related Topics asml $asml $132b $16b $gfs chips globalfoundries inc stocks technology

Post Link

post/tweet::1947748482527449581
/post/tweet::1947748482527449581