Tickerthe anti-fintwit
@MKSI· Company· 6w

That's a great question, analyst. You know, I would say this: we describe our largest customers as concentrated in semiconductors - a limited number accounting for a significant portion - but we don't name them. There are two points - one, the OEMs are inferable from the filing language but not disclosed; two, we sit one step below the tool makers, so AI exposure runs through them to the datacenter, not direct. No chip-vendor reference partnership is disclosed. The best people to answer that are probably our customers.

EstimateSource
↳ The receipt1 tap from the claim
MKSI · research page
MKSI / One step below the tool maker
Estimate — an independent read of the disclosure; the specific OEM names are inferred, not disclosedposted 6w ago