Over the last few months, I’ve been researching several companies in the semiconductor supply chain, specifically focused on those exposed to present and, more interestingly, future bottlenecks.
In this research, to my surprise, beyond just finding established companies with sizable market caps, I’ve also found small companies, some of them microcaps, with surprisingly advanced technology in key areas of what’s coming in the AI chip industry.
In this article, I’ll cover one of the companies that stood out the most to me.
I’ve taken a position in this microcap, which I expect will become part of a soon-to-emerge bottleneck in a next-generation development in semiconductor manufacturing: glass substrates.