Type: Contrarian Signal
Period: 2025Q1
Topic: - TSMC: CoWoS capacity doubling in 2025. Bookings fully loaded through 2026. strength 5 - Applied Materials: GAA revenue target $5B. Bookings accelerating in H2. strength 4 - SK Hynix: HBM3E supply fully committed through 2025. Yield gap closing. strength 4 - Samsung: Explicit warning on negative demand impact in H2 due to preemptive purchasing. strength 5 - Kulicke & Soffa: Cut 2025 semiconductor growth forecast from 17% to 13% citing delayed decisions. strength 4 - Intel: Capex cut fro