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2026-05-30
Tokyo Electron (8035) competitive advantage analysis | Coating/developing equipment with a 90% global share and tailwinds from AI semiconductor investment
When it comes to AI semiconductor investment themes, it's easy to look at NVIDIA, TSMC, and memory giants.
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2026-05-12
Lasertec (6920) continues to adjust as expectations decline, recovery of orders is the main focus
As of May 2026, Lasertec's stock price is likely to decline due to "expectation adjustment" rather than a deterioratio...
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