8% Value Investhink

8% Value Investhink

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8% Value Investhink
8% Value Investhink
Bonus Idea #1
Ideas

Bonus Idea #1

The next big thing in semiconductor and chips!

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8percentpa
Jan 25, 2024
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8% Value Investhink
8% Value Investhink
Bonus Idea #1
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This company stands at the leading edge of a potential reconfiguration of the semiconductor industry when it pivoted to focus on targeting the most advanced nodes for chipmaking back in 2018. Since then, its advanced nodes exposure has continually increased and we can see that 5-7nm accounts for c.40% of revenue today and look poised to increase going forward.

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