Chips & Wafers(@ChipsandWafers):An underappreciated #ABFsubstrate name is the Japanese company Toppan ($7911.TYO). The real profitability story here is somewhat masked (pun intended) by the photomask business they recently spun off. And this comment from $AVGO yesterday is definitely a positive sign.

Chips & Wafers

@ChipsandWafers

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Chips & Wafers@ChipsandWafers

2026.09.03 09:17

An underappreciated #ABFsubstrate# name is the Japanese company Toppan ($7911.TYO). The real profitability story here is somewhat masked (pun intended) by the photomask business they recently spun off. And this comment from $AVGO yesterday is definitely a positive sign.