But something is changing.

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)
Ranked #89 on backlist 2026-05-13 (13 May 2026 UTC) · by (SemiAnalysis) ·

How it ranks: Backlist reads my Twitter/X timeline, scores every tweet for substance with an LLM rubric (not engagement), and publishes the daily top picks with a one-line takeaway. Curated by Surya Dantuluri.