TMSC & ASML, post Q3 analysis and outlook

Oct 23, 2023

Plus Micron, HBM, CoWoS, and a variety of other topics

2 Comments

Oct 24, 2023Liked by Tech Fund

Great analysis and update. Thanks

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Nick’s Vital Few

Oct 23, 2023Liked by Tech Fund

Excellent writing and charts🔥🔥

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