Testing is a good business no one want to save money on testing,scalabilty is not sure and probably on the down of the cycle the valuetion can easily crash,but as far as we are in upcycle this is a great idea,thanks
Note that there are some Korean and Taiwanese semiconductor testing stocks BUT I don't know IF there is any overlap with this stock and the former would have their customers in Asia...
Testing is a good business no one want to save money on testing,scalabilty is not sure and probably on the down of the cycle the valuetion can easily crash,but as far as we are in upcycle this is a great idea,thanks
I linked to your post in my post for today - Emerging Market Links + The Week Ahead (April 1, 2024) https://emergingmarketskeptic.substack.com/p/emerging-markets-week-april-1-2024
Note that there are some Korean and Taiwanese semiconductor testing stocks BUT I don't know IF there is any overlap with this stock and the former would have their customers in Asia...