Semiconductors

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Everyone's right about SK Hynix. That's the problem.

SK Hynix

+4

Everyone's right about SK Hynix. That's the problem.

Chokepoints AI

•

Jun 24, 2026

TE Connectivity: the cheaper half of the AI-connector duopoly

TE Connectivity

+3

TE Connectivity: the cheaper half of the AI-connector duopoly

Chokepoints AI

•

Jun 24, 2026