The Eurasian Century

The Eurasian Century

Cyclical Value Investing

(Money) Made In China - Semiconductors Part 2

If Chips Are The New Oil, These Are The Drillers

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Cyclical Value Investing
Jul 13, 2024
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Other Semiconductor Equipment Manufacturers

NAURA Technology Group Co Ltd (002371.SZ)

Naura is maybe the most interesting one, as it was rumored/announced in 2024 that it is going into the lithography market, entering into direct competition with SMEE.

Naura was in 2023 the semiconductor equipment manufacturer that made the most revenue. On the surface le…

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