Cool! I haven't heard from that stock yet.
Wanna tell me something about it? 🙂
Wanna tell me something about it? 🙂
•
11
•6Lun
It's a semiconductor company sort of similar to asml. They specialize in memory chips that use hybrid bonding a new technology. They have a big market share and their new machine should start selling this year. They are a great company I hold a postition as well. They are trading at a very high pe ratio so be aware of that.
•
22
•@gmoji1 do you think the new technology is better/different than the technology's of ASML? (sure, difficult to answer)
••
6Lun
The machines asml make are the most advanced machines ever build by humans so its no comparing. You need about 5-6 machines to make chips, asml’s is the most important. Besi has a big market share in the machines they make with big customers in their order book like samsung, intel and tsmc. But the stock is trading very high atm so if they don’t sell those new machines this year the stock will plummet.
•
11
•