Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

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

Taiwan

SDI Corporation manufactures and markets stationery and lead frames for semiconductors. The Company produces a variety of blades, stationery, hardware, office accessories and steel byproducts.

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Two Niche Semiconductor Industry Stocks Highly Exposed to EV Acceleration

SDI and Jih Lin Technology are well positioned to generate significant long-term business from automotive end-market chip demand. Earnings could be...

Vincent Fernando, CFA