Indeed, Hafnium is looking like an almost unique very high value proposition for ASM, along with its dehafniated zirconia. Remember that the 30t/a was an artificial limit imposed by ASM at the time as they did not want to flood a nascient market. But if there is structural demand, and that seems to be the case, then they can easily double that to 60t/a or even more. Dubbo dependent of course!
ASM Price at posting:
$1.00 Sentiment: Buy Disclosure: Held
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