Hello dear, thank you for your once again exciting input. Due to the brevity of your informative posts, it's always nice to read. We have just added Teradyne to our project @Dividendenopi. I myself am investing in the market leader $6857, but due to the valuation, it's not really a buy at the moment. I find ASE $ASX ASE is very exciting on the watch, and they are also moving more and more into the field of photonics. I had already presented it, the concerns were Taiwan and the China share. What would be your opinion here?
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@Tenbagger2024 Thank you 🙏🏻 For me, Advantest fits very well in this direction around Test & Verification. What I find particularly exciting about ASE is that packaging, photonics and new integration architectures are slowly overlapping. Taiwan/China naturally remains a factor, which is why I am currently observing the stock more structurally than in the short term. I will pick up the topic of photonics tomorrow as future AI bottleneck no. 2.
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•I'm looking forward to that . I also wanted to consider Lumentum. I have Aixtron, a profiteer, in my portfolio. And I had already introduced Riber before the rally. But there are still a few players. I'm curious
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