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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
877 Following    55.9K Followers
Samsung Securities: Key Terafab Beneficiaries Terafab initially plans to leverage Intel's 14A process technology and supply chain, as a result, these global and domestic equipment vendors are positioned as key early beneficiaries. $ASML $AMAT $LRCX $KLAC $INTC $SPCX
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