I continue to average into Kulicke and Soffa Industries because I still believe the semiconductor packaging and advanced AI infrastructure cycle is far from over. While the stock has been volatile together with the broader chip sector, KLIC remains well positioned in areas like advanced bonding and next-generation semiconductor manufacturing, which could benefit as AI demand keeps expanding globally.

Another reason I am staying patient is because the market is still in the middle of digesting inventory normalization and uneven recovery across consumer electronics. Once the cycle improves further, I believe earnings momentum and sentiment could return stronger than many expect. The company also maintains a relatively solid balance sheet, giving me more confidence to hold through short-term fluctuations.

From a valuation perspective, I feel KLIC is still trading below its longer-term potential compared to some AI-linked semiconductor names that have already seen massive re-rating. I prefer gradually building my exposure during weakness rather than chasing momentum after the move becomes crowded.

For now, my plan is to continue holding for another 1-2 quarters while closely monitoring the chart trend and sector momentum. If the technical structure continues improving alongside stronger semiconductor demand, I may stay invested longer. Otherwise, I will reassess based on price action and overall market conditions.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.   

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