The bottleneck that truly determines whether AI computing power can be mass-produced has long shifted to another place—HBM, CoWoS, and advanced packaging yield rates. Onto Innovation stands at the core of this 'AI yield war'.

Why Onto can push its gross profit margin to nearly 56%;

Why the Rigaku acquisition might completely rewrite the semiconductor inspection industry.

We have introduced them before, but this time their story can be re-evaluated.

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