SÜSS MicroTec ($SMHN) is a German equipment company based in a small town north of Munich that almost nobody in the US follows, and that’s kind of the whole point.
They hold about 90% share in photomask cleaning at TSMC and about 50% share in temporary wafer bonding used by Samsung and Micron for HBM production. Around 70% of their revenu…
Mar 26
at
1:19 PM
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