My New Position: A $1.3B Semicap Monopoly

A key beneficiary of several major semiconductor trends, HBM, panel-level packaging, and glass substrates, with a monopolistic position in one of the most critical steps of advanced packaging

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In this article, I’ll cover my new position, a near monopoly in a key high-end semiconductor manufacturing process that will gain much more importance over the next few years

The company trades at an attractive valuation and has promising management targets through the end of the decade

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