I think some of them will be existing manufacturers.
My reasoning is that even as far back as the last AGM Rowena said that the companies they were dealing with have existing suppliers contracted for the current year and ASM has to get validated and then get on the supplier list for the next year.
Obviously not sure they are the same buyers, but they most probably are.
ASM Price at posting:
50.5¢ Sentiment: Hold Disclosure: Held
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