$Advanced Semiconductor Engineering(ASX.US) rose by more than four points; the packaging and testing sector is moving in line with demand for advanced packaging, and its order visibility is the clearest among the three; $Wolfspeed(WOLF.US) and $SIVERS SEMICONDUCTORS AB(SIVEF.US) only saw slight gains. One is still struggling through the capacity ramp-up hole in silicon carbide, while the other has such a small market cap that its trading volume itself is unstable.
The mindset of holding $Advanced Semiconductor Engineering(ASX.US) is completely different from holding the latter two—the former is waiting for the cycle, while the latter two are waiting to see if the companies can survive to become players within that cycle🙃
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