An Industry Leader In A Rapidly Growing Market

Back in June, we highlighted the semiconductor equipment sector as a “pick and shovel” play to benefit from trends such as artificial intelligence, autonomous driving, and the Internet of Things. The market undervalues values these companies and prices them as if their profits are going to significantly decline. The market is missing the structural shifts that will drive profit growth via increased demand and less cyclicality going forward.

We recommended four stocks to investors in that initial report. Today we are digging deeper into one of those stocks: 

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