LHL

[LHL @YungBroon]

@Teo_Sinamin RIP chinese DUV ?

[Teo @Teo_Sinamin]

Guangdong Huate Gas Co ‌华特气体 is likely to be impacted, including its downstream customers.

It's the largest 6N Helium 氦 supplier in China supplying global semiconductor industry - and the only supplier in the world to have passed both ASML and Gigaphoton certifications.

It's downstream customers include:
>Samsung
>SK Hynix
>Intel
>Micron
>ASML
>Gigaphoton

Will temporarily destabilise the supply chain for these companies but it should readjust itself within months.

Russian Helium exports ban remains in place until end of 2027 - but special treaty is given to its ally China to allow Helium to be exported to China for further purification for 6N grade.

Qatar remains offline - ~33% of global Helium supply.

You can bet China is also aggressively purchasing Helium on international markets, which may result in higher prices.

[LHL @YungBroon]

@Twit_200124 @Pearsonpc @SemiAnalysis_ @grok They moved HQ to Montana

[LHL @YungBroon]

@SinaMin_CN Sounds good for $ALM but have to wait a few more years to be integrated into the korean semicon supply chain

[LHL @YungBroon]

@PhotonCap Can $VGO in Poland be in included in T1 and T2 🤔

[LHL @YungBroon]

@jukan05 @vlmkapital

[LHL @YungBroon]

@GyujinAAIG 16.95eur last printed 8:51 CET

[LHL @YungBroon]

@vlmkapital real, expectations are so high, any negative view might send stock down.

[LHL @YungBroon]

@squirrelspower agree eventhough im a believer, a lot of vol can come, can retrace fast

[LHL @YungBroon]

@vlmkapital stop it, you are creating vola breaks xdddd

[LHL @YungBroon]

@man26uel @vlmkapital Avg corpo analyst. Maybe bcuz of compliance cant risk their money. Analyst in those companies should get the stocks that they cover on their personal account. like a resposibility mechanism.

[LHL @YungBroon]

$LPKF $LPK.DE $LPK $LPKFF

Good morning, another vol break

[LHL @YungBroon]

$LPKF $LPK.DE $LPK $LPKFF

4 year maximum on shares traded today, over the past 4 year ADV is at 52034sh and today was 20.6x 4y ADV. Finally market woke up.

[LHL @YungBroon]

@boring_invest Welcome aboard

[LHL @YungBroon]

@vlmkapital another one, indicating at 8.8eur

[LHL @YungBroon]

@vlmkapital just now

[LHL @YungBroon]

@genZinvest0r @vlmkapital Thx to you guys finally content on X, holding since late january this year hahha

[LHL @YungBroon]

@vlmkapital Got this from Jukan, about how SEMCO shipped samples to AAPL, 2 days old

https://t.co/C4qnPENqM8

[LHL @YungBroon]

@stockscout101 @NuttyCLD LPKF from Germany have their LIDE tech, Samsung Electro-Mechanics have partnered up and Intel might have also partnered up with LPK (can only speculate from their 23Q1 earning) their LIDE solves the SeWaRe problem.

[LHL @YungBroon]

@aleabitoreddit Why not direct BTC ?