The most comprehensive semiconductor equipment analysis on the internet, and the three things consensus is getting wrong.
I have a very small part in the etch side of the business. Familiar with all these companies and “strategies”. This is the most honest and in depth article I’ve ever seen. Good job my man, anyone who see this, pour your money into all of them
Coming from someone on the etch side, that means more than any sell-side endorsement!
I have a very small part in the etch side of the business. Familiar with all these companies and “strategies”. This is the most honest and in depth article I’ve ever seen. Good job my man, anyone who see this, pour your money into all of them
Coming from someone on the etch side, that means more than any sell-side endorsement!