Two National Guard members shot near White House
Investing.com - Bernstein analyst David Dai upgraded Lasertec Corp. (6920:JP) (OTC:LSRCF) from Underperform to Market Perform on Monday, while significantly raising the price target to JPY26,300.00 from JPY10,900.00.
The upgrade follows Lasertec’s October 31 announcement of its new A200 HiT tool, which features 3x throughput compared to the previous A150 model through improvements in optics and inspection systems.
Bernstein previously maintained a bearish stance on Lasertec due to the slow speed of its ACTIS inspection technology, which prevented adoption by TSMC for inline inspection in wafer fabs.
The analyst now believes the A200’s improved throughput addresses the "biggest bottleneck" that limited TSMC adoption, creating a potential opportunity for Lasertec to penetrate TSMC’s inline inspection processes.
According to Bernstein’s analysis, if TSMC begins using the technology in wafer fabs, it would increase TSMC’s ACTIS demand by 260% and expand the total addressable market for ACTIS by approximately 70%.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.