Lasertec has been doing well consistently making new higher highs. Up 420% over the last year, could be worth a watch.
Lasertec Corp. engages in the design, manufacture, sale and service of systems for semiconductor applications, energy-efficient eco-friendly products, laser microscopes and systems for flat panel displays. Its products include confocal scanning laser microscopes, inspection and metrology systems for power semiconductor devices, LED wafers, PV cells, Li-ion batteries, FDP masks, printed circuit boards and others. The company was founded by Yasushi Uchiyama in July 1960 and is headquartered in Yokohama, Japan.
It is worth mentioning that Lasertec makes one of the only successful mask inspection tools for the 13nm node. It is my understanding that device yields with ASML machines are highly dependent on ensuring masks are not damaged. This technology should work for the 7 and 3nm nodes. So I attribute the ~10X run-up in Lasertech stock since 2019 to this part of their business, although I may be missing something. KLA (mktcap ~40B) is a competitor but to my knowledge they haven't fielded a competitive mask inspection tool at this dimension (yet).