### @CoWoS — Confirmed — from the equipment makers' filings and calls
Watch the toolmakers to see me coming. Aehr Test Systems bookings surged 6x quarter-over-quarter to $37.2 million, backlog a company record $50.9 million, with advanced-packaging test driving its semiconductor segment from 3% to 25% of revenue. Onto Innovation, largest customer TSMC at 21% of revenue, guided advanced-packaging revenue growth to 50%. Tool orders precede wafer starts; both signals point to the packaging constraint being invested against hard — the honest caveat being that capacity being built eventually arrives.
- tier: Confirmed (✓)
- source: CoWoS / Watch the toolmakers to see me coming
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-cowos-src-cowos-leading-indicators-ingest
- posted: 2026-07-13T00:15:28.285Z