[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 [@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. • $ASML Q2 bookings €5.5 B incl. €2.3 B EUV; High‑NA ramp. Back‑end is the new bottleneck. XXX engagements  **Related Topics** [asml](/topic/asml) [$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 @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
Related Topics asml $asml $132b $16b $gfs chips globalfoundries inc stocks technology
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