China de-risked with TSMC and NAND as the main driver. Intel and Samsung are not coming back
Wouldn't it make more sense to go long the top 3 WFE in China? As in Naura, AMEC, ACMR? Localization trends will continue regardless of total slowdown in China WFE spend within next 2 years.
I do not give investment advice. AMEC is critical to success of YMTC.
Wouldn't it make more sense to go long the top 3 WFE in China? As in Naura, AMEC, ACMR? Localization trends will continue regardless of total slowdown in China WFE spend within next 2 years.
I do not give investment advice. AMEC is critical to success of YMTC.