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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:
Joined April 2023
960 Following    68.3K Followers
ABF substrate S/D gap is expected to become progressively worse year over year, reaching a S/D gap of 46% in 2028. Up from just 1% in 2026. Hello ABF substrate department? Yes, please send us more ABF we need it desperately!
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