Sravan Kundojjala(@SKundojjala):Quite a few incremental things from AMAT - guidance raise for CY26 semi equipment (>>30% now what started as >20% and later >30%. - ICAPS inflection and China growing in C26/C27 (analog/power/photonics). - Ad pkg growth upgraded to >70% in C26 (vs >50% in May); panel-level packaging revenue to grow significantly in 2027; hybrid bonding now called a meaningful growth driver - Visibility extended again; rolling 8-quarter forecasts from largest customers now backed by longer lead-time POs with cancellation and expedite charges

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

参加 September 2011

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Sravan Kundojjala@SKundojjala

2026.08.14 12:52

Quite a few incremental things from AMAT - guidance raise for CY26 semi equipment (>>30% now what started as >20% and later >30%. - ICAPS inflection and China growing in C26/C27 (analog/power/photonics). - Ad pkg growth upgraded to >70% in C26 (vs >50% in May); panel-level packaging revenue to grow significantly in 2027; hybrid bonding now called a meaningful growth driver - Visibility extended again; rolling 8-quarter forecasts from largest customers now backed by longer lead-time POs with cancellation and expedite charges