YMC · 155650

5 posts · 2020-07-01 ~ 2026-09-16

• Sep 16: 8 Strong Themes — 5G, Semiconductor Equipment 2026-09-16
• Aug 30: 8 Strong Themes — OLED Displays, Deepfakes 2024-08-30
• Mar 20: 8 Strong Themes — Beauty & Cosmetics, System Semiconductors 2023-03-20
• Jun 28: 7 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), mRNA 2021-06-28
• Jul 1: 5 Strong Themes — Semiconductors, OLED Displays 2020-07-01