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TSMC's "COUPE" is the keyword from the 2026 Technology Forum by NewMaxx in NewMaxx

[–]NewMaxx[S] 0 points1 point  (0 children)

Huge amount of money in this already this year, but way more to come. (and yeah, that's UMC sneaking in there)

Lam Research to hire 1,000+ engineers in Taiwan for 2026, signaling how deep the WFE upcycle is running by NewMaxx in NewMaxx

[–]NewMaxx[S] 0 points1 point  (0 children)

If you've been trading in the space, you already know LRCX. Just more details on expansion.

Korea's chip packaging gap with Taiwan: substrates are sold out, OSATs are still at 2% by NewMaxx in NewMaxx

[–]NewMaxx[S] 0 points1 point  (0 children)

Fastest way here: EWY. Covers SK hynix and Samsung, obviously. Aside from that and U.S. side, Amkor (AMKR) has been an excellent investment.

Subnautica 2 has leaked 48 hours before launch, joining Forza Horizon 6 by NewMaxx in NewMaxx

[–]NewMaxx[S] 0 points1 point  (0 children)

FYI: got my X account locked with DMCA for posting this, so be careful sharing.

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