A website designed to help you identify opportunities, build investment plans and strategies to maximize returns over the long term, through a series of concrete examples.
Soitec is the main manufacturer of SOI wafers, the wafer architecture used to manufacture photonics which are starting to scale and should ramp up production to 4x/5x over the next year. As the company owning the patent on the main manufacturing method, Soitec is poised to capitalize largely on this new vertical.
Silicom is an assembler proposing SmartNIC board including FPGAs which are configurable semiconductor with the capacity to change their electrical circuit based on configuration, making them adaptable and capable of optimizing networking in AI datacenter, which is the actual bottleneck no companies can fix before the arrival of photonics, in a year or two.,
The world biggest manufacturer of photonics and CPOs in term of volume, with the potential of leading this new optical revolution for AI datacenter.
The chemical sector has been in a bear market for more than four years and liquidity is starting to pour into many of those companies as most headwinds are now behind and some tailwinds start to appear, with potential to increase cash generation over the next two years while inventories are depleted and competition has reasons to slow down.
