An Update on One of My Semiconductor Positions

A small-cap equipment supplier positioned across HBM, panel-level packaging, and next-generation chip packaging

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In this article, I’ll cover an update on a company I’m accumulating.

This company is a semicap equipment supplier benefiting from the advanced-packaging tailwinds tied to the chips powering the AI era, including HBM.

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Jensen sees the semiconductor industry needing to 10x production to power the agentic AI boom.

That means, as an investor, you want exposure to this massive expansion in semiconductor manufacturing capacity.

This company holds a quasi-monopoly in a key process within the supply chain for high-end AI chips.

Its dominant position, combined with the tailwinds from the massive expected growth of the semiconductor industry, makes it a solid bet at a $1.2 billion market cap.

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