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P Equity Research 📰
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Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
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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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