Athu
@athuinvests
Thematic Investment Research on the AI Buildout
加入 December 2024
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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)
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The current sell-off in Korean memory stocks is being driven by a rumor that the U.S. is preparing tariffs targeting Korean semiconductors.
