美股半導體集中討論區 II

Semi equipment companies Lam Research (NASDAQ:LRCX), KLA (NASDAQ:KLAC), and Applied Materials (NASDAQ:AMAT) are up in after hours trading following Intel's announced $20B manufacturing expansion in Arizona.

Intel name-checked semi equipment peer ASML and its EUV lithography machines during the Unleashed event

費城半導體指數 (SOX)
股價 2994.21 漲跌 ▼-83.34 漲幅 -2.71%

連登半導體指數 (LISI)
股價 963.38 漲跌 ▼-24.31 漲幅 -2.46%

Semi equip 四寶又贏

唔知呢個沉睡的巨人起唔起到身呢
唔理好醜 佢個價相比其他semi con係比較值博

琴晚個sector跌，又心思思想加

單位數P/E 果時買，而家望番都好難輸

啲大戶真係on9架喎
覺得iPhone單新聞會影響美光

而家MU特價時段

44蚊簡直就是free money

費城半導體指數 (SOX)
股價 2953.97 漲跌 ▼-40.24 漲幅 -1.34%


連登半導體指數 (LISI)
股價 942.79 漲跌 ▼-20.59 漲幅 -2.14%

其實NXPI咩料？
成千幾PE

rlx都千4

中慨股我唔理

唔關事，個PS係正常，純粹margin偏低同攞好多錢還利息搞到profit margin好樣衰，佢forward PE 20左右

不過我都唔係好睇得透佢啲financial，所以我都係敬而遠之

Coherent, Inc. (NASDAQ:COHR) today announced that its board of directors has determined, after consultation with its financial and legal advisors, that the previously disclosed acquisition proposal Coherent received from II-VI Incorporated (NASDAQ:IIVI) on March 17, 2021 continues to be a "Company Superior Proposal" under Coherent's March 9, 2021 merger agreement with Lumentum Holdings Inc. (NASDAQ:LITE) after giving due consideration to the revised acquisition proposal Coherent received from Lumentum on March 22, 2021. In making its determination, the Coherent board of directors evaluated the comparative benefits and risks of the II-VI and Lumentum proposals, including the near-term and long-term financial opportunities and risks presented by each proposal, the potential synergies available through a combination with each company, and the complementary businesses of each company.

Accordingly, Coherent is terminating the March 9, 2021 merger agreement between Coherent and Lumentum and paying Lumentum the $217.6 million termination fee contemplated by their merger agreement in order to enter into a new merger agreement with II-VI.

Under the terms of Coherent's merger agreement with II-VI, each share of Coherent common stock will be exchanged for $220.00 in cash and 0.91 of a share of II-VI common stock at the completion of the transaction. The transaction with II-VI is subject to approval by the stockholders of Coherent and II-VI, receipt of U.S. and foreign regulatory approvals and other customary closing conditions. The transaction is expected to close in the fourth quarter of 2021.

Bank of America and Credit Suisse are serving as financial advisors to Coherent, and Skadden, Arps, Slate, Meagher & Flom LLP is serving as legal advisor.

費城半導體指數 (SOX)
股價 2959.88 漲跌 ▲5.91 漲幅 +0.20%


連登半導體指數 (LISI)
股價 946.58 漲跌 ▲3.79 漲幅 +0.40%

兩股$126 尋晚盤前$109已經想加倉

兩股
兩股就是撚但啦

咁加唔加倉好啊清

照加lor, 當建長倉儲下貨

TSM唔係短炒驚西咩！

amat好似係機會

儲錢咁儲