VICTORY LAP!
🟠 We called out Eternal Precision Mechanics ($7795.TW) in this post last week as part of the substrate story: 🟠 Yesterday Unimicron announced a USD $55.2m order! https://x.com/SemiAnalysis_/status/2098169376285307111?s=20
One of the most useful frameworks in semiconductor research is to think in derivatives. The first derivative is often recognized early. For example, the insatia...