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Which sectors are highly likely to exceed expectations in their mid-year reports?
Semiconductor equipment and materials
Optical interconnection
MLCC
PCB
CCL
Storage
Wafer fabrication and testing
Power semiconductors
The key is to identify the shortage logic—sectors where supply is unable to meet demand, and where mid-year reports are unlikely to be disappointing. In addition, look at which sectors are showing a rebound today, meaning the market has already signaled a preference.