For packaging what about other international companies like TOWA Corporation (6315.T) , BE Semiconductor Industries N.V. (BESI.AS) and Ibiden Co.,Ltd. (IBIDY)
Framing edge AI as a full-stack investable basket (not just one chip company) is a smart lens. Curious which layer you think has the most underpriced upside right now.
For packaging what about other international companies like TOWA Corporation (6315.T) , BE Semiconductor Industries N.V. (BESI.AS) and Ibiden Co.,Ltd. (IBIDY)
Killing it. Love the research 🙏
Have you written or plan on writing anything about the impact of AI in healthcare, pharmaceuticals, genomics?
Interesting. CEVA is a new one
Framing edge AI as a full-stack investable basket (not just one chip company) is a smart lens. Curious which layer you think has the most underpriced upside right now.