The lasers in AI optics start as indium-phosphide wafers. AXT makes them, and its InP revenue jumped from $3.6 million to $30.7 million in a year....
A $50-million-a-year company just booked a record $60.7 million in one quarter and guided to $130–150 million next year. Aehr’s burn-in systems catch bad AI chips...
Everyone talks about TSMC’s packaging lines. Amkor — the largest U.S.-headquartered packaging-and-test company — is putting $7 billion into an Arizona campus, with Apple and Nvidia...