RE:RE:RE:RE:Top pickPhoton also signed distribution agreements with companies in both China & Japan in the last year or so .. so no doubt, they have some exposure.
As far as I know, Lam Research (in California) is still their largest customer, which is why I check out their SP a couple of times a week. They've been on a tear in the last few months. Hit another 52 week high this week of $344.33 (current 52 wk low is $163.61). The Semi-Conductor Market seems to be improving.
Doubt Photon's 4th Q will be all that good, but will be very interested in their next Conderence Call which should provide some guidance for 2020.