The semiconductor test cycle is just beginning.
From wafer inspection to optical testing, burn-in systems, metrology, and advanced packaging — this entire chain is benefiting from AI infrastructure demand.
While most people only focus on GPUs, the real bottleneck is testing, measurement, yield, and reliability.
No testing.
No shipment.
No AI scale-up.
The next leg of the semiconductor bull market may belong to semiconductor equipment names flying under the radar.
Often in X：@thequeennnz
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