$SG MICRO(03661.HK)'s analog chips, $SENASIC(06675.HK)'s automotive-grade sensors, paired with the two packaged tools $Invesco PHLX Semiconductor ETF(SOXQ.US) and $GX ASIA SEMICON(03119.HK) — both chip beta and alpha are here, allowing separate bets on domestic substitution and the global cycle.
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