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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)

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