$TSM

Lot of $TSM CoPoS posts on X... just some of their likely external suppliers for this: Favite(3535) ~$306M: Inspection / metrology GMM (6640) ~$930M: Panel-level alignment V5 (7822) ~1.43B: AOI / metrology Gudeng (3680) ~$1.50B: advanced-packaging carriers Scientech (3583) ~$1.99B: Wet process / cleaning Ta Liang(3167) ~$2.39B: precision equipment C SUn (2467) ~$2.67B: thermal process GPTC (3131) ~$2.90B: Wet process APT (7734) ~$2.93B: thermal Chroma (2360: ~$29.63B: measurement / automation In case people found any interesting