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Power/Analog semi supply 会从 balanced this year, to tight next year (outside of mainland China) -- GS. I wouldn't say MPI is a bad bet, but outside of MLY, there are many OSATs that are selling at a lower P/B ratio.
EPF selling creates low entry for us to collect more shares while the market panics for nothing. This tech growth narrative is still intact so just buy the dip and wait for the inevitable recovery.
EPF selling is actually a golden chance for us to accumulate MPI at a much sweeter price point. The long-term tech growth story remains super solid, so steady hand and wait for the big rebound.
From 2026 to 2029, it can be seen as “AI Wave 1”, where AI servers, infrastructure and system integration are expected to grow very fast. After 2030, “AI Wave 2” is likely to focus more on improving efficiency. This is where SiC and GaN power solutions could become even more important, putting MPI in a good position to benefit from its strong experience and expertise in wide-bandgap technologies
