Kupps : i would consider GlobalFoundries or other wafer fabs that fabricate chips for Nvidia.Applied Materials and Axcelis are busy making equipment for wafer fabs company to create next gen AI chips.
Kupps : Where are you currently finding opportunities in the China equity market and what are the key risks?
Kupps : i would consider GlobalFoundries or other wafer fabs that fabricate chips for Nvidia.
Applied Materials and Axcelis are busy making equipment for wafer fabs company to create next gen AI chips.