# Mks

> Markdown twin of https://roboterminal.app/companies/mks · https://roboterminal.app/companies/mks.md

## On shared sources

- [Applied Materials](https://roboterminal.app/companies/applied-materials) (2)
- [Camtek](https://roboterminal.app/companies/camtek) (1)
- [KLA](https://roboterminal.app/companies/kla) (1)
- [Lam Research](https://roboterminal.app/companies/lam-research) (1)
- [Nova](https://roboterminal.app/companies/nova) (1)
- [Onto Innovation](https://roboterminal.app/companies/onto-innovation) (1)
- [Teradyne](https://roboterminal.app/companies/teradyne) (1)
- [UBS](https://roboterminal.app/companies/ubs) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2112394879116431532)
  UBS: WFE suppliers are preparing for 30%+ annual growth for the foreseeable future, with parts of the supply chain being asked to support a potential $500B/year WFE market. $LRCX $AMAT $ONTO $KLAC $MK…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111210826992394437)
  Takeaways | SEMICON WEST 2026 What do the companies have to say about capacity and supply/demand dynamics? Link in replies 👇 $AMAT $TER $CAMT $MKSI

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Source: Roboterminal · https://roboterminal.app/companies/mks.md