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@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.