🌟🌟🌟SK Hynix and Samsung are switching tungsten for a metal called Molybdenum or Mo to build their next 400 layer AI memory chips.
It turns out that tungsten cannot handle the electrical heat at that scale.
Since 90% of Molybdenum is just a by product of copper mining, the semiconductor industry is about to start competing with the steel market for supply.
So China Molybdenum $CMOC(03993)$ $ZIJIN MINING(02899)$ and $JIANGXI COPPER(00358)$ are climbing due to this latest development.
This will be a new era for Molybdenum and Copper mining companies. It will be a great time to put these stocks on my watchlist. 🥰🥰🥰
@Tiger_comments @TigerStars @Tiger_SG
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