Just started a new position in the semiconductor supply chain


⏩ <$1.5B market cap
⏩ 65% market share
⏩ Monopoly position in high-end products
⏩ Customers include: Samsung, SK Hynix, Micron, ASE, Amkor, TSMC…
⏩ About to benefit from massive tailwinds over the next decade
⏩ Positively exposed to HBM, panel-level packaging, and glass substrates
⏩ Strong balance sheet, with 50% more cash than debt
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