Several small and mid-cap semiconductor players 😔: ON Semiconductor and Monolithic Power Systems both benefit from automotive electrification, but tariffs + slowing demand are short-term pressures; UMC is a Taiwanese foundry with mature processes, benefiting from the localization substitution logic; Rambus does memory IP licensing, which is more defensive; Silicon Group is a small-cap stock in Hong Kong.
Overall, these are a batch of targets waiting for confirmation of the semiconductor industry's recovery.
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