3 Choice Technology from China
Updated: Mar 14, 2022
China aspires to grow and sustain a "self-sufficient" semiconductor industry, but there are just still too many choke points for China along the verticals. This is why we constantly search for start-ups with high-growth potential that can offer solutions/alternatives for the choke points China is facing, and "3 Choice Technology" is the one we added to our family two years ago. Their IC packaging materials and solutions offer an alternative for Chinese players to reduce reliance on imports, which is largely dominated by Japanese companies at the moment.
Link: Bloomberg New Economy: Semiconductors Are China’s Choke Point - Bloomberg