Thoughts on ASML at these levels? Know you've mentioned that ASML gets/has been expensive in the $600 range - Still expensive here in the $500's? Also, We'll miss the posts, but wish you luck on the journey!
Mule, why do the OSAT companies trade at such low multiples? 6239, 8150, AMKR, 2449 all trade at incredibly low FW multiples and solid dividend yields.
Would love your input on AI Semi Tenstorrent (where Jim Keller landed) as a specialized AI chip who should they be looking to manufacture with? The Semi-startup space in general has been interesting.
February Semiconductor Monthly Roundup
Thoughts on ASML at these levels? Know you've mentioned that ASML gets/has been expensive in the $600 range - Still expensive here in the $500's? Also, We'll miss the posts, but wish you luck on the journey!
I wonder your thoughts on big a risk this is https://www.bloomberg.com/news/newsletters/2021-03-03/chip-shortage-2021-it-s-time-to-start-worrying-about-a-glut?sref=UVzE81xN
Mule, why do the OSAT companies trade at such low multiples? 6239, 8150, AMKR, 2449 all trade at incredibly low FW multiples and solid dividend yields.
What's your thoughts on starting a position on TSM given the environment..
Ty
Would love your input on AI Semi Tenstorrent (where Jim Keller landed) as a specialized AI chip who should they be looking to manufacture with? The Semi-startup space in general has been interesting.
Is this a story you are following: https://m.pulsenews.co.kr/view.php?sc=30800020&year=2021&no=205435