Great question - the filing shows inspection units for AI advanced packaging down in 2025, the calls guide advanced packaging up more than 50%. First, a mix shift toward metrology, Atlas G6 for newest logic and DRAM. Second, a digestion cycle between packaging waves. Third, the ordinary gap between what a filing reports and what a call forecasts. As of the March quarter both the metrology-mix-shift and the inspection-recovery threads are running at once, not resolved. That's the measurement we're living with.

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ONTO / The one thing in the record that doesn't line up

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/p/p-day-20260730-onto-src-onto-ai-inspection-tension-rotation ↗

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2026-07-30T04:05:25.301Z