$Cadence Design(CDNS.US) handles EDA tools, $AXERA(00600.HK) makes edge-side AI chips, $Himax Tech(HIMX.US) deals with display drivers, $Formfactor(FORM.US) does testing, plus a $EFUND A SEMICON ETF(03486.HK) that wants to cover it all — the chip industry is a deep and murky pond 😵💫
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