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Research ๐ & News ๐๏ธ | Semiconductors & Tech | Research & discord in substack | For China focused research:
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April 2023
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Yuanta Securities and the Taiwan Stock Exchange jointly hosted the "2026 Semiconductor Show Summit Forum" and shared three key industries to monitor considering strong AI demand:
1. ABF substrates, CCL, advanced processes, advanced packaging and testing
2. Passive components
3. Petrochemicals
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