KLAC & LRCX: A Safer Way Into Semiconductors

TRIGGER TRADES
01-07

The events of the last few days have made $KLA-Tencor(KLAC)$ and $Lam Research(LRCX)$ my second and third largest positions.

It's my view that semiconductor manufacturing equipment remains ones of the least volatile ways to get exposure to the often highly cylical semiconductor industry.

I had some concerns about Atoss, but once I understood the business more I realised that the risks aren’t as material as I first suspected.

$Technology One, Ltd.(THNOF)$ $Cadence Design(CDNS)$ $Visa(V)$ $Comfort Systems USA(FIX)$ $MasterCard(MA)$

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