KOL发布欧洲半导体上游小盘股长期投资逻辑，呼吁防范中国收购

There's a reason I spotlight EU small caps.

This my investment thesis that I haven't publicly stated yet.

And I hope people spend the time to read:

From $ALRIB (quantum/MBE), $LPK (glass substrate), or $SIVE (DFB Lasers). Or even Asian names like Nippon Chemical.

It's to prevent hostile actors from taking over or disrupting critical chokepoints required by America.

FiconTEC (Europe) as one example (though private) was acquired by Chinese CCP affiliated companies.

Not even sure how this was legal and Germany should 100% seize it back from China.

They were a quasi-monopoly over testing for CPO/SiPH needed for AI and LIDAR. It's clients include the most critical players in AI and semiconductors, such as $NVDA, $TSM, $AVGO, and $INTC.

Over time, significant intellectual property and technological IP transfer to China is highly likely after these acquisitions and they'll have more control over US supply chains.

With enough American ownership enough spotlight on these companies: we would be in a worse shape with hidden CCP ownership/takeovers.

Or we would have more backdoors on American supply chains like with $AXTI and InP substrates (if we weren't building up independent capacity now).

The EU has allowed upstream supply chain chokepoints (like specialized testing or substrate manufacturing) to be bought out or have their IP transferred by geopolitical rivals.

While America still not might realize a lot of these vulnerabilities.

This is the most I can do as a retail investor to prevent this from happening.

Eventually policymakers will pay attention and prevent this from happening if all the movement happens from grassroots (retail) and bottom up.