My New Buy: A $700M Microcap Supplying TSMC, Intel, and SpaceX

A $700M supplier to TSMC, SpaceX, and Intel, with heavy exposure to PLP and glass substrates

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In this article, I’ll cover my new position:

• SpaceX, TSMC, and Intel supplier

• $720M market cap

• 50% gross margins

• More cash than debt

• Heavy exposure to panel-level packaging and glass substrates, the two next revolutions in the semiconductor industry

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