Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
looks like EV will be the next theme. MPI and D&O the beneficiaries due to presence in China? - (Beijing = Yonhap News) Correspondent Kim Hyun-jung = Hong Kong’s South China Morning Post (SCMP) reported on the 11th that plans are being pursued to have key business leaders from China’s information technology (IT), electric vehicle, and aerospace sectors accompany Chinese President Xi Jinping on his visit to the United States, scheduled for late this month.
According to multiple sources, China and the United States are finalizing details, including the composition of the business delegation, ahead of President Xi Jinping's visit to the U.S.
EPF selling creates low entry for us to collect more shares while the market panics for nothing. This tech growth narrative is still intact so just buy the dip and wait for the inevitable recovery.
EPF selling is actually a golden chance for us to accumulate MPI at a much sweeter price point. The long-term tech growth story remains super solid, so steady hand and wait for the big rebound.
From 2026 to 2029, it can be seen as “AI Wave 1”, where AI servers, infrastructure and system integration are expected to grow very fast. After 2030, “AI Wave 2” is likely to focus more on improving efficiency. This is where SiC and GaN power solutions could become even more important, putting MPI in a good position to benefit from its strong experience and expertise in wide-bandgap technologies
