Venu(@Venu_7_):Some of the cleanest cups in semi land aren’t the obvious names. $ASX - Advanced packaging + chip testing $IMOS - Memory packaging + testing $COHU - HBM + AI chip testing $SMTC - High-speed optical connectivity. Different parts of the AI chip stack. Same powerful theme.

Venu

@Venu_7_

Research-driven investor & position trader. Fundamental + Technical Analysis | Market Leaders Not financial advice.

参加 April 2022

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Venu@Venu_7_

2026.09.29 15:42

Some of the cleanest cups in semi land aren’t the obvious names. $ASX - Advanced packaging + chip testing $IMOS - Memory packaging + testing $COHU - HBM + AI chip testing $SMTC - High-speed optical connectivity. Different parts of the AI chip stack. Same powerful theme.