Süss Microtec: Another Beneficiary of the Deal between OpenAI and AMD?

AMD and OpenAI announced a new deal on October 6, 2025. OpenAI will purchase chips from AMD for over $10 billion a year. The delivery is set to start with AMD's MI450. The contract manufacturer for AMD is TSMC, which will need to expand its retrofitting and advanced production processes. Increased demand at AMD from OpenAI, and consequently at TSMC, could have a positive impact on Süss Microtec (i). Süss Microtec is a manufacturer of bonders, coatings, and photomask cleaning systems. These are needed for packaging chips and producing HBMs, among...