Entegris (ENTG) and Kulicke and Soffa have been highlighted in this Industry Outlook article.
The Zacks Electronics - Manufacturing Machinery industry participants like Entegris (ENTG) and Kulicke and Soffa Industries (KLIC) are benefiting from increased capital spending on high-performance computing, advanced packaging and memory.
Nvidia's GPUs are the sexier story, but advanced packaging companies may be the next big AI growth story.