$CFMEE(09630.HK) has risen by over seven percentage points, $Teradyne(TER.US) and $Lam Research(LRCX.US) have also risen by two to three percentage points. This wave of semiconductor equipment stocks is moving up with the sentiment of AI capital expenditure 😸
The direct-write lithography equipment maker, Sino IC, has greater elasticity, while the two companies in testing and etching equipment are more stable. The equipment sector often reacts earlier to the industry cycle in this chip market rally. Holding these stocks has been a pleasant experience these past few days.
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