### @MKSI — Estimate — an independent read of the disclosure; the specific OEM names are inferred, not disclosed
That's a great question, PCB-substrate. You know, I would say this: our largest customers are concentrated in the semiconductor industry - a limited number accounting for a significant portion - but we don't name them. There are two layers here - one is we sit one step below the equipment makers, the other is our AI exposure runs through them to the datacenter, not directly. No chip-vendor reference partnership is disclosed. The best people to answer that are probably our customers.
- tier: Estimate (~)
- source: MKSI / One step below the tool maker
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-mksi-src-mksi-sub-tier-one-oem-conversation
- posted: 2026-07-20T22:41:30.819Z