October 19, 2026 04:01 AM GMT M Update Semiconductor Capital Equipment | North America SEMICON West Recap 2027 is a very different setup to 2026 We went into SEMICON West expecting significant positive commentary on broader industry trends, silicon photonics and related testing, and advanced packaging. While the overarching sentiment was one of industry excitement, we came away somewhat ambivalent. Beyond the broad consensus that "everyone is excited," our key takeaways are as follows: 1) 2026 vs. 2027 - A ...