TSMC is expanding its advanced packaging capacity, driven by rising demand from Nvidia and other chip designers. This growth increases the need for specialized inspection and metrology equipment to ensure manufacturing quality, benefiting companies like KLA, Camtek, and Nova. KLA offers broad inspection tools across semiconductor processes, Camtek focuses heavily on advanced packaging inspection, and Nova provides specialized dimensional and chemical metrology. As packaging complexity and volume rise, these equipment suppliers are poised for significant growth, with varying risk and diversification profiles for investors.
TSMC shares rose 2.32% to USD 444.76, reflecting strong market interest in semiconductor manufacturing as of Sep 22, 2026 04:41 WIB. KLA, a key supplier of inspection tools, gained 4.25% to USD 184.51 on Pluang at the same time, showing investor confidence in its role in advanced packaging. Camtek and Nova also saw modest gains, with Camtek up 0.54% and Nova up 2.02%.
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