Equipment tool makers swing harder than [[OSATs - Outsourced Semiconductor Assembly and Test]] because orders are lumpy and tied directly to customer capex cycles.
When demand is strong, bookings surge and lead times extend. When customers pause, orders can drop 50-70% in a quarter. This creates brutal volatility in revenue and profitability.
**Why it's hard to time:** Tool orders lead actual capacity ramps by 12-18 months. The market extrapolates current order weakness forward, often right when the next upcycle is forming.
**Where value shows up:** Net cash balance sheets plus technology leadership. Companies like [[Kulicke & Soffa - KLIC]] and [[BESI - Hybrid Bonding Leader]] can survive downturns and capture upside when adoption inflects.
**What to watch:** Bookings momentum, not just revenue. Tools turn before OSATs. If bookings recover while revenue stays weak, that's your early signal.
**The trap:** Buying on a strong quarter when orders have already peaked. Equipment names often hit valuation extremes at cycle highs. Wait for weakness.
**Balance sheet check:** Prefer net cash or minimal leverage. Cyclicals with debt can face forced selling in downturns, creating permanent capital impairment.
Apply this to [[Advanced Packaging Equipment]] companies. They offer torque but require smaller position sizing than OSATs due to volatility.
Links: [[Advanced Packaging MOC]], [[OSAT Value Investing Framework]], [[Packaging Capacity Bottleneck]]
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#investing #semiconductors