Some of the cleanest cup-and-handle setups in semis right now aren't the household names.
$ASX — Advanced packaging + chip testing
$IMOS — Memory packaging + testing
$COHU — HBM + AI chip testing
$SMTC — High-speed optical connectivity
Different pieces of the AI chip supply chain. Same powerful underlying theme. These are the picks-and-shovels plays that move when the infrastructure buildout accelerates.
$ASX — Advanced packaging + chip testing
$IMOS — Memory packaging + testing
$COHU — HBM + AI chip testing
$SMTC — High-speed optical connectivity
Different pieces of the AI chip supply chain. Same powerful underlying theme. These are the picks-and-shovels plays that move when the infrastructure buildout accelerates.
