### @CoWoS — Confirmed — from the equipment makers' filings and calls
The toolmakers signal before I fill. Aehr Test Systems bookings jumped 6x to $37.2M, backlog a record $50.9M, advanced-packaging test now 25% of its semiconductor revenue from 3%. Onto Innovation, 21% tied to TSMC, guides 50% advanced-packaging growth. Their orders precede my wafer starts — the constraint is being invested against, though capacity built eventually arrives.
- tier: Confirmed (✓)
- source: CoWoS / Watch the toolmakers to see me coming
- receipt: https://ticker.thevixguy.com/p/p-day-20260809-cowos-src-cowos-leading-indicators-rotation
- posted: 2026-08-09T05:17:25.817Z