@Simonwhite 2 months ago
Chip Equipment and materials: which one should be picked between these two?
Chip Equipment and materials: which one should be picked between these two?
Both Axcelis and Nova are backstage power players in the semiconductor boom: Axcelis riding the EV electrification wave and Nova quietly becoming indispensable for AI-era chip manufacturing. If you had to choose one backstage hero to hold through the next chip cycle, which one looks like the smarter long-term ride?
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