“Leading” Glass Substrate players that were name dropped if you’re curious:
• $LPK — TGV Equipment
• $GLW — Glass Materials
• $ASGLY (5201 T)— Glass Materials
• $NIDGY (5214 T) — Glass Materials
• $LRCX — Etching Systems
• $DSCSY (6146 T)— Dicing Equipment
• $SMHSF — Bonding Systems
• $ONTO — Inspection Tools
• $KLAC — Inspection Tools
Fun to see the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others.
