$INTC: If anyone is interested, possible EMIB-T names listed in the U.S. market: $AMKR $KLIC $UMC, and $ATS.VI on the Vienna exchange.
Do people realize how Taiwan-heavy this supply chain still is? Most of the parts and process work sit in Taiwan — not with local U.S. suppliers. That’s the part worth asking about.
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@pequityresearch I searched his post for this chart. Thank you sir!