@AntonioMyers 2 months ago
Semiconductors: a slept on entity.
Semiconductors: a slept on entity.
Axcelis Technologies vs. Ultra Clean Holdings : With Axcelis riding the EV-fueled silicon carbide wave and Ultra Clean powering the guts of the AI chip boom, which semiconductor underdog looks better positioned to cash in on the next major chip cycle?
@IsabelLynn 2 months ago
has more potential here because of how many are leaning towards EVs these days.