KLIC China business inflecting positively despite weak PC/smartphone demand; wire bonder capacity in China up sharply (+108% YoY imports).
KLIC China metrics strong despite weak macro in PC/smartphone; wire bonder imports surging, indicating strong foundational demand
But something is changing. KLIC is now seeing : • 90%+ utilization in China And guiding to: • H2’26 China growth +15–20% vs H1 At the Chipbook we have been tracking wire bonder imports into China which are up +108% YoY in March. (3/10) https://t.co/BlkmyrYnx3
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -0.2% | -1.0% |
| 1 week | -2.9% | -2.8% |
| 1 month | +8.5% | +8.6% |
| 3 months | — | — |
| 6 months | — | — |