, and others are all likely customers.
"The company’s goal is to seize a 90 percent share of the CPO inspection market"
This basically means 100%, they just don't want antitrust. If they defend their monopoly and CPO ramps, can easily see this worth ~$5B-$9B from $1.2B
3. Auros (322310): Samsung / SK Hynix supplier at ~$210M for Hybrid Bonding Metrology.
Basically pure play on two products:
-> HBM4 / HBM4e / HBM5 cycles, that
had a monoply over for IR metrology.
---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding.
-> Thin-film thickness measurement.
---> Getting qualified now, with "major domestic chipmaker" (either Samsung/Sk hynix), targets mass supply this year.
They've been developing for the past decade, only to volume ramp two products from years of qualification H2 this year.
Seems extremely likely to 3x to $630M if they switch to volume ramp, feels like an undiscovered gem in the Korean market?
Of course, not sure how they play out and this is all speculative but high confidence supply chain mapping.
But off the top of my head these three that I own are the most likely ones at this level.
