買la
cycle year
Tsm, Amat, 美光科技mu 2021年跑出
羅曉聰
114 回覆
7 Like
13 Dislike
all in micron
how about amd tsm?
想入umc
長線
各位點睇
長線
各位點睇
tsmc is great of coz but if u talk about upside this year mu is more interesting
likewise for amat
samsung Austin fab is still shut
less nand controller drives up nand price as well that should help mu
likewise for amat
samsung Austin fab is still shut
less nand controller drives up nand price as well that should help mu
Hi 巴打好耐冇見
Amat 2021年已升好多
睇好Mu追落後？
睇好Mu追落後？
pretty busy with result season man...
加油啦，得閒返嚟吹下水
yea
I always like memory current valuation doesn't make sense...but need the market mindset to be changed that they are no longer commodity and can still make money in down turn, which they did in 19/20
anyway, concern is capex and everyone is being prudent so far but the fact is, can they really add that much capex. hynix spend 4.5b for 20 EUV machine for 5 years and micron so far order is...0. Samsung probably allocates more to foundry side. if we go down to 1 beta or 1 delta class when micron needs euv later on, can asml supply? if not, can they really add that much capex? that's on my to do list...dont have time for this yet
I always like memory current valuation doesn't make sense...but need the market mindset to be changed that they are no longer commodity and can still make money in down turn, which they did in 19/20
anyway, concern is capex and everyone is being prudent so far but the fact is, can they really add that much capex. hynix spend 4.5b for 20 EUV machine for 5 years and micron so far order is...0. Samsung probably allocates more to foundry side. if we go down to 1 beta or 1 delta class when micron needs euv later on, can asml supply? if not, can they really add that much capex? that's on my to do list...dont have time for this yet
Micron report fiscal second quarter results on March 31,2021
Mu, 因為未爆發，今年好可能跑出，大行不停升 target price, 又平 d
Amat今年已升好多
Amat今年已升好多
月供tsm打算擺到退休
變零就由鳩佢
變零就由鳩佢
供BRK好過
唔識 研究下先
amat,mu 升緊
tsm 跌
tsm 跌
現價入tsm