Latest / Chip Stock Investor Podcast
Episode 11: The Next Semiconductor Boom Is Coming. Which Small Cap Stock Could Be the Next Big Thing?
We have been getting a lot of requests for coverage of small-cap chip stocks. While we truly believe "small" does not automatically equal exponential growth and market outperformance, there are a few companies that interest us for their long term potential, especially in semiconductor manufacturing equipment. In the recent months, we added KLA Corp and Onto Innovation stock to our portfolio. KLA is the dominant player in metrology and process control, but Onto Innovation, Nova LTD, & Camtek are all smaller players that provide similar chip manufacturing equipment. Are these small cap…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.