TSMC has built two CoPoS advanced packaging production test lines, one for foreign tools and the other for domestic, making them compete head on in process stability, lead time, cost, and service, med...

$SIA 5xLongSG280516(FHOW.SG)SIA 5xLong DLC continues to be one of the positions I’m watching closely. What stands out to me isn’t the day-to-day price movement, but how important it is to remain disci...

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Thanks to the campaign by Longbridge, I got to know DLC. I started from DBS 5x long, SIA5x long and landed at SYHW and 9B2W, 7x long/short HSTECH index. The index almost follows the Nasdaq movement, ...

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Today, there's a new report that China eased InP substrate exports.

Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes)

My optical positions are very ha...
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692% ytd on a memory name makes me nervous not greedy. when a stock goes parabolic like this the reversal is usually just as fast. trimming into strength 🫠

closed near 982 and UBS just moved the target to 1625. when sell side starts drawing numbers like that you know the cycle has fully turned 🏦

$Dell Tech(DELL.US) is going to be case-study. As it stands right now, fundamentals are extremely good and actually undervalued relative to the AI names. The fundamentals are exceptional for a company...

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War is ending, stock should go up

software still under pressure as money rotates to chips, and Oracle is stuck in that crossfire. holding but not excited here 😶‍🌫️