The odds appear to be perennially stacked against China’s preeminent chip manufacturer, SMIC. However, one very successful hedge fund manager now believes that the Chinese chip fabricator will eventually catch up with TSMC’s gargantuan market capitalization. Hedge fund manager who has outperformed ~97% of peers over the last 3 years has a very bold call/prediction for Chinese semiconductor company SMIC. Think TSMC. Stock’s one of their top holdings. Here’s the call. pic.twitter.com/LKg9igbYEh — David Ingles (@DavidInglesTV) January 7, 2025 To wit, the founder and co-CIO of APS Asset Management, Wong Kok Hoi, recently delineated his bullish case for SMIC in […]
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