# 3 Chip Stocks Win TSMC Packaging Boom

> TSMC's packaging surge boosts KLA, Camtek, Nova.
- Title: 3 Chip Stocks Win TSMC Packaging Boom · 24/7 Wall St.
- Summary: TSMC's packaging surge boosts KLA, Camtek, Nova. TSMC's advanced packaging expansion drives demand for KLA, Camtek, and Nova's inspection and metrology…
- Keywords: tsm, klac, camtek, noval, cozos, nvidia, advanced packaging, semiconductor, inspection equipment, metrology, Chip, Stocks
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/09/21/3-chip-stocks-set-to-win-tsmcs-packaging-boom
- Author: Dr. Robert Castellano
- Published: 2026-09-21T21:45:35+00:00
- Read time: 1 min
- Topics: tsm, klac, camtek, noval, cozos, nvidia, advanced packaging, semiconductor, inspection equipment, metrology
## TSMC expands packaging
Taiwan Semiconductor Manufacturing Co. broke ground on an advanced-packaging industrial park.
## Packaging demand rises
Nvidia and other chip designers drive a 125% increase in advanced packaging wafers by 2027.
## Three equipment suppliers
KLA, Camtek, and Nova sell inspection and metrology equipment for advanced packaging.
## KLA's broad exposure
KLA offers the broadest inspection platform across semiconductor manufacturing stages.
## Camtek's packaging focus
Camtek provides 75% of revenue from advanced packaging, with 80% expected by 2026.
## Nova's metrology role
Nova measures dimensions, materials, and chemical properties for advanced chip manufacturing.
## Packaging complexity grows
Advanced packages require more inspection steps per unit than conventional chips.
## Nvidia drives demand
Nvidia's Blackwell Ultra and Rubin CPX boost CoWoS wafer demand to 678,000 in 2026.
## KLA revenue growth
KLA reported $3.66 billion in quarterly revenue, a 15.2% year-over-year increase.
## Camtek order strength
Camtek received over $600 million in orders through July 2026, extending into 2027.
## Nova's growth potential
Nova reported $255 million in revenue, a 16% year-over-year increase, with strong metrology demand.
## Investor focus shifts
KLA offers broad protection, Camtek near-term growth, Nova balanced expansion.
## What investors watch
KLA: process-control intensity vs. wafer-fabrication growth; Camtek: order conversion; Nova: share gains.
## Packaging boom impact
More complex packages require more inspection and metrology steps per unit.
## Why it matters
Investors gain exposure to packaging expansion without relying on TSMC or single chip companies.
## What happens next
KLA, Camtek, and Nova will benefit from rising packaging complexity and demand.
## Key takeaway

TSMC's advanced packaging expansion drives demand for KLA, Camtek, and Nova's inspection and metrology equipment as chip complexity rises.