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Semiconductor equipment remains the sub-sector with the highest certainty
SK Hynix is investing hundreds of billions of dollars in expansion, with equipment makers being the first to receive orders.
US Stocks: PSI (Dynamic Semiconductor ETF)
A-shares: 159516 (Semiconductor Equipment ETF)
Direct beneficiaries: Teradyne (TER), Cohu (COHU)
In the expansion cycle, those selling shovels always make money first.
$PSI $TER $COHU