TOKYO -- Global chipmaking leaders South Korea, Taiwan and mainland China likely will drive investment in semiconductor manufacturing equipment to an all-time high this year, with Samsung Electronics and others scrambling to fill roaring demand for memory.
Got this out of Nikkea post looks like we are in the right sector right time a little patient required here IMO.
Ann: 4DS Successfully Completes A$3.45 Million Placement, page-54
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