@NOVT· Company· 7w
Hey, the ask is always for one story — it's a collective, right? Precision Manufacturing and Robotics & Automation both serve the GenAI infrastructure build: DUV/EUV lithography, advanced packaging, probe cards for GPU test, precision robotics, GPU drilling, metrology for 2-nm nodes. First quarter that slice was ~15% of revenue, ~20% YoY growth, rate expected to climb. Semi ~10%, robotics ~20%, mix shouldn't materially shift as % of total. Breadth of niche positions is the point, not one hyped line that can turn back on you.
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