ASE Technology should hit a new high within a couple of quarters even though it got ahead of itself, because advanced packaging is insanely important. Its EPS is expected to rise from $0.44 in 2025 to $1.80-2.00 next year. x.com 

ASE Technology's packaging tightness now extends beyond AI to analog and mature-node chips, supporting price hikes. Lead times are up over 30%; FC/Wirebond/QFN hikes of 10–80% and CoWoS hikes of 10–20% are expected in 3Q–4Q26. Higher AMD server CPU wafer allocation, CoWoS adoption for Venice, Verano and future AMD CPUs, and limited competition support LEAP growth. LEAP revenue is forecast at US$4bn/$8bn in 2026/27, above guidance. The target rises to NT$843 from NT$754 on 25x 2027E EPS. x.com 

KLA gains as more complex AI chips require more inspection before they ship. 3D stacking, advanced packaging and 2nm processes multiply checks in a market KLA says it owns almost entirely. Revenue rose 29% and EPS 39%; the next-quarter revenue guide of $4.7bn exceeds the $4.54bn expected, showing the promised second-half acceleration. Overweight, $300 target. x.com  x.com 

ASE Technology is the layer beneath the Nvidia trade, as advanced packaging becomes a differentiator rather than an afterthought. The largest outsourced assembly and test player packages dies from TSMC and Samsung, and its SPIL unit is a major Nvidia AI-chip packaging supplier. Leading-edge packaging revenue rose 167% to $1.6B in 2025, guided to about $3.2B in 2026. Heavy capex will pressure near-term margins, and at about 28x forward earnings after a 220% rise, it is priced for execution. x.com 

Aehr Test Systems stands to benefit because testing is a bottleneck to scaling AI chips. Testing demand is about to surge. Investors did not question its price-to-sales ratio at 120, despite the current P/S objection. x.com  x.com 

ASE is a long on advanced packaging, as it eyes doubling its leading-edge advanced packaging revenue by 2027. @Colosteve2000 adds that, given the earnings call, a 4x would not be surprising if ASE can bring production up to par fast enough. x.com  x.com 

ASE Technology is the forgotten Taiwan chip play, set up to run into earnings after its monthly revenue update sent the stock sharply higher. Any pullback would likely be a good entry. x.com 

ASML looks undervalued, a rare sight for this company, because its long-term AI opportunity is much bigger than the market is pricing in. AI is driving demand for advanced logic and memory chips, customers are accelerating capacity expansion, and ASML sits right in the middle of that buildout. Q2 revenue reached €9.3B with €2.9B in net income, and management raised its 2026 revenue outlook to €43B-€45B. x.com  x.com 

Agentic AI is creating a server CPU shortage, and packaging suppliers tied to CPU growth, such as Amkor and ASE, own the scarce inputs. Agents run tool calls, state and coordination on CPUs, pushing CPU-to-GPU ratios from about 1:8 toward parity, per Intel's CEO. Arm's new data-center CPU demand doubled to $2B in six weeks, and Nvidia began shipping standalone Vera CPUs. That demand hits a supply chain already stretched in wafers, DRAM and advanced packaging, with relief unlikely before 2028. … Show more

Micron's AI memory-chip sales and accelerating growth support its upside case. Its 3.3/5 WATCH rating reflects a business with 60% of sales from cloud and data-center chips, 64 cents of profit per sales dollar and 256% sales growth last year. At the Oct. 15 close of $878.84, it traded about 42% below estimated fair value of $1,512.34. The case needs strong sales growth and expanding margins and cash flow; slower growth or a price outrunning the business are warning signs. x.com