EO Technics Co., Ltd. — AI supply-chain exposure

EO Technics is a Korean laser-equipment maker whose tools apply focused light where mechanical or chemical processes fall short — laser marking, laser annealing that heat-treats silicon without a furnace, and laser drilling used to open fine features. Those processes span semiconductor front-end annealing and, increasingly, the advanced-packaging steps that bond memory and logic together for AI parts. The model ties EO Technics to packaging capacity as a supplier, which is the more interesting hook: as accelerators lean harder on stacked, tightly packaged assemblies, precision laser processing becomes a more central enabling step, and vendors specialised in it gain exposure to that shift.