#35
Thesis
Episil-Precision (Taiwan) has monopoly on SiC/GaN epi wafer production in Taiwan; stock nearly 3x, strong thematic play on wide-bandgap semiconductors
By @ParadisLabs · View post ↗
Original post text
Episil-Precision nearly up 3x. Only ones in Taiwan that can make SiC & GaN epi wafers.
Metadata
T0 Price: —
Created: 2026-05-26 11:35:50
Scored: —
Updated: 2026-06-04T18:33:54.543716+00:00