KLIC seeing strong China demand with 90%+ utilization and guiding H2'26 China growth +15-20% YoY; wire bonder imports to China up +108% YoY.
KLIC showing strong China demand metrics (90%+ utilization, +15-20% H2 guidance), wire bonder imports to China +108% YoY
Here’s the interesting part: This is happening despite: • Weak PC demand • Weak smartphone demand • Assembly shifting OUT of China So why is China demand for wire bonders exploding? (4/10) https://t.co/qncNg4JQfw
| 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 | — | — |