The list of domestic chip companies is getting longer and longer, with $GPIXEL(03277.HK), $AXERA(00600.HK), and $BLACK SESAME(02533.HK) each occupying a segment. On the US stock side, $Veeco Instruments(VECO.US) and $Semtech(SMTC.US) are involved in upstream equipment and signal chains—everyone along the entire supply chain is changing.
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