Added to YB: 2025-12-13
Pitch date: 2025-12-12
KLIC [bullish]
Kulicke and Soffa Industries, Inc.
Author Info
No bio for this author
Company Info
Kulicke and Soffa Industries, Inc. designs, manufactures, and sells capital equipment and consumables in China, the United States, Taiwan, Malaysia, Japan, the Philippines, Korea, Hong Kong, and internationally.
Market Cap
$2.6B
Pitch Price
N/A
Price Target
N/A
Dividend
1.66%
EV/EBITDA
59.73
P/E
12.4K
EV/Sales
3.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Why $KLIC
KLIC: Intel switching from CoWoS to EMIB packaging w/ Amkor partnership. Need fluxless TCB tools (~$1.25M ASP) for fine bumps, 1 tool per 500 wafers/month. Above-avg margins, ASMPT can't qualify in time. Amkor raised guidance citing 2.5D investments. Every 1k EMIB wafers = ~$0.022 EPS upside + rerating potential.
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