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Tom Disley

Research Analyst at D.A. Davidson

Tom Disley is an Equity Research Analyst at D.A. Davidson, specializing in the coverage of semiconductor and technology hardware companies. He actively follows firms such as Amkor Technology and Ichor Holdings, providing sector-specific research and investment calls. Disley regularly participates in earnings calls for these companies, contributing his analytical insights to institutional clients. While specific performance metrics, rankings, and professional credentials are not publicly available, his visible presence on key company calls since 2023 highlights his established role and expertise within the sector.

Tom Disley's questions to KULICKE & SOFFA INDUSTRIES (KLIC) leadership

Question · Q4 2025

Tom Disley inquired about the observed strength and improvements in the NAND market and the expectations for seasonality post-Chinese New Year, as well as the linearity of orders for fiscal year 2026.

Answer

Lester Wong, Interim CEO and CFO, highlighted very high utilization rates in memory (over 80%, specifically 82-83%) and increasing purchase orders, particularly in China where utilization is close to 90%. He anticipated more linearity in orders throughout fiscal year 2026, with orders already being received for Q2, and did not expect a significant uptick immediately after Chinese New Year.

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