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Semiconductor and data services stocks with upside potential

These two stocks operate in volatile but potentially vastly lucrative areas of the modern economy
Semiconductor and data services stocks with upside potentialPublished on November 11, 2024
  • An Aim-listed innovator in location software
  • A provider of critical semiconductor etching equipment

The two companies reviewed this week include an Aim-listed company hoping to seize advantage of a growing trend for location data services and a high-quality US business operating in the volatile, but lucrative, semiconductor supply chain industry.

1Spatial (SPA) is a software company whose products help its customers manage their location data. It describes its products as location master data management solutions, which is a bit of a mouthful and not easy to understand for an outside investor looking at the company for the first time.

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