Rate Of Return
Total Assets$Marvell Tech(MRVL.US)$XL2CSOPSMSN(07747.HK)$Micron Tech(MU.US)$Intel(INTC.US) This year's main theme should be hardware. There are shortages of CPUs, optical modules, storage, and substrates.
This year, I'm more bullish on Samsung, but due to strike risks, its gains are lower than SK Hynix's. Let's wait a bit longer.
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