Bernstein on why LogicFolding is a deeply underestimated breakthrough in China semis. $ACMR will be direct semicap beneficiary, as well as an indirect one as SMIC & Hua Hong are large customers

May 27

The two clear tailwinds getting noticed: Chinese memory expansion, and Huawei roadmap implications $ACMR only direct US winner from both

@TheBenSchmark

Forbes 46 Under 46. Puns are the last remaining alpha. Personal account. Not investment advice. Assume position held.