DEEP RESEARCH · GAONCHIPS
[Gaonchips] Adding the Stock to the Watchlist
A short portfolio note on adding exposure to Samsung Foundry DSP-related names
0. Bottom line first
The core note is simple: I added Gaonchips because I expect Samsung Foundry's future to improve, and I am spreading exposure across Samsung Foundry DSP-related names.
Interpretation: This is a short portfolio-entry record rather than a detailed earnings model. The post explicitly says it is not a buy or sell recommendation and that each investor must decide independently.
1. Why I added it
I added Gaonchips because I have expectations for Samsung Foundry's future. The idea is not to concentrate in one name, but to distribute exposure across companies tied to Samsung Foundry's DSP ecosystem.
2. Related analysis I read
The links below supported the idea. All source links and images included in the original post are preserved.
[Semiconductors] Chip Design Houses and ASIC
A supporting post on chip design houses cooperating with Samsung Foundry in the global ASIC market.
[IT] Analysis of Chinese DSP Partners of Samsung Foundry
A comparison of the business structures of Chinese DSP companies working with Samsung Foundry.
Sources
- Original post: https://m.blog.naver.com/PostView.naver?blogId=star_of_self&logNo=223754882688
- Chip design houses and ASIC: https://m.blog.naver.com/star_of_self/223754205957
- Chinese DSP analysis: https://m.blog.naver.com/star_of_self/223754231205
- Blog profile link: https://m.blog.naver.com/star_of_self/223753352602