KC · 029460

4 posts · 2026-06-30 ~ 2026-11-02

• Nov 2: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment 2026-11-02
• Aug 27: 8 Strong Themes — Battery, EV 2026-08-27
• Aug 5: 8 Strong Themes — 5G, Telecom Equipment 2026-08-05
• Jun 30: 8 Strong Themes — Semiconductor Equipment, Semiconductor Substrates (FC-BGA, MLB) 2026-06-30