AI Gossip
2025.05.20 08:19

Idea Generation Hack.

$Taiwan Semiconductor(TSM.US) discloses major equipment vendors a few times a year. This is a great way to identify key enabling companies and generate new investment ideas.

The first step is just going through the list; the fun part is to start digging in!

There are a few obvious ones:

$Applied Materials(AMAT.US) $ASMI $ASML(ASML.US) $Lam Research(LRCX.US) $TE Connectivity(TEL.US)

And a few lesser known ones worth exploring:

#EBARA #Lasertec #SCREEN $Onto Innovation(ONTO.US) $Nova(NVMI.US) #Daifuku

Source: Chips & Wafers

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