Thanks for the shout out, Tech Fund!! I have a post going out on Tuesday with a semiconductor segment that mentions Tokyo Electron. Tokyo Electron is a company that doesn't get enough coverage. I am going to link to your post here! Well done and Cheers 🍻
I have done a deep dive in to the VAT group, Have you done some work on this name? It's also an interesting pick and shovel player in semi production, providing vacuum valves for the likes of Lam Research, AMAT and Tokyo Electron. Would be interesting to hear your view :). Thanks for the write up.
Nice! I find the semi ecosystem too complex to understand and i have no idea who is the long-term winner, hence vacuum valves. Do you know anything similar to VAT group in this space?
Thanks for the shout out, Tech Fund!! I have a post going out on Tuesday with a semiconductor segment that mentions Tokyo Electron. Tokyo Electron is a company that doesn't get enough coverage. I am going to link to your post here! Well done and Cheers 🍻
I have done a deep dive in to the VAT group, Have you done some work on this name? It's also an interesting pick and shovel player in semi production, providing vacuum valves for the likes of Lam Research, AMAT and Tokyo Electron. Would be interesting to hear your view :). Thanks for the write up.
Yes, I like the vacuum space as well. More and more processes need to happen in a vacuum, especially in advanced semiconductors.
Nice! I find the semi ecosystem too complex to understand and i have no idea who is the long-term winner, hence vacuum valves. Do you know anything similar to VAT group in this space?
ASML is a monopoly.