As a quick reminder, ASM International NV ( OTCQX:ASMIY ) sells machines and associated services in the semiconductor deposition market, which is estimated to be more than $27 billion, representing a significant portion of the $100 billion-plus total waferHello readers! Passionate about technology, my focus will be on finding and analyzing companies that can play a relevant role in today's geopolitics, leverage their IP, and eventually, with time, become new leaders. Therefore, the investment style will cor ...