Every constraint in the high-complexity PCB thesis hardened at once. Layer counts pushing past 100, ASPs rising 4x to 8x on complexity, book-to-bill at 1.41, and equipment lead times stretching enough to pull capex forward.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 29, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.