Athu
@athuinvests
Thematic Investment Research on the AI Buildout
参加 December 2024
356 フォロー中 14.5K ファン
If U.S. starts putting tariffs on Korean semiconductors, that means the value of domestic manufacturers keeps increasing and their ASPs rise significantly.
A few winners that I see:
1. $MU (memory)
2. $AAOI (photonics)
3. $INTC (foundry)
4. $AMKR (packaging)
もっと見る
The current sell-off in Korean memory stocks is being driven by a rumor that the U.S. is preparing tariffs targeting Korean semiconductors.
