$TSM makes Googles, Nvidia, Meta, Micron, Amazon, etc, etc chips $SHECY makes the silicon wafers to actually make those chips. Shin-Etsu is the largest silicon wafer producer on Earth. They control around 30% of global supply. $SHECY is also one of only 4 companies that make photoresists for next-gen AI and smartphones. Without photoresists, chip making would grind to a halt. It’s the chemical used to actually copy the design onto a wafer. $SHECY is also the largest PVC resin producer in the world All of this and for some reason this stock trades like a value play while all of its peers have skyrocketed
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