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
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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