Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

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Equity Bottom-Up

<ul>
<li>SDI Corporation (2351 TT) and Jih Lin Technology (5285 TT) are well positioned to generate significant long-term business from automotive end-market chip demand.</li>
<li>The companies are the #1 and #2 leaders globally by market share respectively for power lead frames.</li>
<li>Could receive earnings upgrades if CEV to EV market expectations are pulled forward.</li>
</ul>


SDI Corporation (2351 TT) and Jih Lin Technology (5285 TT) are well positioned to generate significant long-term business from automotive end-market chip demand.
The companies are the #1 and #2 leaders globally by market share respectively for power lead frames.
Could receive earnings upgrades if CEV to EV market expectations are pulled forward.


Two Niche Semiconductor Industry Stocks Highly Exposed to EV Acceleration