Lasertec Corporation

Samsung actively localizing their mask blank supply chain, as they aim to reduce reliance on Japan's #Hoya ($7741)

Korea's S&S Tech ($101490) is poised to be a big winner here, and likely has the knowledge to be successful as the CEO/Founder comes from a strong Photomask pedigree.

The next shoe to drop could be photomask manufacturers. It stands to reason Samsung will be equally motivated to reduce reliance on $Photronics(PLAB.US) in the US, and #Toppan ($7911) and #DNP ($7912) in Japan for their photomasks.

Also potentially positive for Lasertec ($6920) who sells the mask blank equipment to S&S Tech.

Source: Chips & Wafers

Idea Generation Hack.

$Taiwan Semiconductor(TSM.US) discloses major equipment vendors a few times a year. This is a great way to identify key enabling companies and generate new investment ideas.

The first step is just going through the list; the fun part is to start digging in!

There are a few obvious ones:

$Applied Materials(AMAT.US) $ASMI $ASML(ASML.US) $Lam Research(LRCX.US) $TE Connectivity(TEL.US)

And a few lesser known ones worth exploring:

#EBARA #Lasertec #SCREEN $Onto Innovation(ONTO.US) $Nova(NVMI.US) #Daifuku

Source: Chips & Wafers