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Latent asset, not currently sold

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Latent asset, not currently sold: machine-level production telemetry accumulated by deploying its OEE/MES layer into semiconductor back-end plants. Because TeepTrak's software sits on the equipment, it observes near-real-time (sub-minute) utilisation of testers (ATE from Teradyne, Advantest, Cohu, typically $1-5M per unit run 24/7), wire bonders, handlers and probe cards, plus site-level utilisation by work centre (test, packaging, assembly, die attach, wire bonding, inspection), work-in-progress and queue times by package type (CoWoS, InFO/fan-out, co-packaged modules, automotive-grade), and O2 efficiency time-series per site across Taiwan, China, Malaysia, Vietnam, the Philippines, Singapore and Korea. The commercial insight in their own material is explicit: 60-80% tester utilisation is typical and 5-10 points of OEE is worth $50-200M per site per year, which is also exactly why the underlying utilisation series is valuable as market data.

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Universe, instruments and categories.

Industry
Application Software
Instruments
equities
Categories
Supply ChainAlternativeFundamental
Regions
USAPACOtherJapanEurope
Sample tickers
AMKR3711.TW2330.TW6239.TW600584.SSTER6857.T005930.KSIFX.DENVDA

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