SK Hynix (000660 KS), Wiwynn (6669 TT), Carrier (CARR US) US
Technology / Industrials
Sean Maher takes a 110% profit on Japan's Advantest in his semi basket after the Nvidia inspired surge, but still thinks SK Hynix remains undervalued and the key high bandwidth memory play as AI inference explodes. Sean has added Taiwan’s server maker Wiwynn to his networking basket as a key play on booming demand through end decade for its lower power consumption / heat generation technologies in AI server clusters. Climate change and the energy transition also remain key themes, driving secular AC and heat pump demand; Carrier has been added to his transition basket on its M&A reinvention as a HVAC / heat pump pure play.
Edition: 162
- 09 June, 2023