Generates value from equity stakes in semiconductor capital-equipment and materials businesses, earning exposure to automated optical inspection/metrology tools and advanced semiconductor substrates/packaging sold to chip supply-chain customers.
Geographic Exposure
ChinaN/A
Western EuropeN/A
United StatesN/A
TaiwanN/A
Korea (as stated in report)N/A
Revenue Drivers
Semiconductor inspection & metrology tools
Optical inspection and metrology machines for semiconductor components.
CORE55.2%
Advanced substrates and packaging
Advanced organic substrates and packaging solutions for semiconductor devices.
CORE44.8%
End Markets
Semiconductor device manufacturers (IDM)
Fabless semiconductor designers
OSAT (outsourced assembly & test) providers
Wireless communications device supply chain
High-performance computing and AI hardware supply chain
Specializations
Automated optical inspection and metrologyAdvanced packaging modulesRF/wireless substrates and packagesEmbedded IC and power-management packagingHPC/ASIC substratesFCBGA substrates for servers and AI computing+2 more
Activities
Equity investment and oversight of semiconductor operating companies
Product development and industrial manufacturing (via investees)
Sales, marketing, and customer support (via investees)
