Industry overview & thoughts on the company following recent results
Thanks for the shout out, Tech Fund!! I have a post going out on Tuesday with a semiconductor segment that mentions Tokyo Electron. Tokyo Electron is a company that doesn't get enough coverage. I am going to link to your post here! Well done and Cheers 🍻
I have done a deep dive in to the VAT group, Have you done some work on this name? It's also an interesting pick and shovel player in semi production, providing vacuum valves for the likes of Lam Research, AMAT and Tokyo Electron. Would be interesting to hear your view :). Thanks for the write up.