Type: Contrarian Signal
Period: 2026Q1
Topic: - Micron: Supply substantially short of demand through and beyond CY2026; bit demand raised to low-20s; capex raised to $20B and Idaho fab pulled forward. strength 4 - MKS Instruments: Ordering 2027 capacity now for a $170-180B WFE market vs $140B today, no new buildings required. strength 4 - Advantest: Customer forecast visibility extended from 6 months to 18 months; capacity target pulled to 10,000 units by 2028. strength 3 - SK hynix: Crossed KRW 50T quarterly revenue for first time,