美股半導體集中討論區 III

生產力都爆哂廠 姐係最爆炸性過期已經過咗？ 再要賺得多就要加價 但係呢樣唔係長遠健康嘅發展
既然係咁姐係變咗增長股咁嘅型態 何不買啲更有增長潛力？

Shares of United Microelectronics (NYSE:UMC) fell 1.6% in pre-market trading after the company reported Q1 results.

Quarterly Results
Earnings per share rose 380.65% year over year to $0.15, which beat the estimate of $0.06.

Revenue of $1.65B rose by 18.10% from the same period last year, which beat the estimate of $1.57B.

Guidance
Earnings guidance hasn't been issued by the company for now.

United Microelectronics hasn't issued any revenue guidance for the time being.

sor 錯 po

AMD 倒趺

好彩有2.x% 執都賣鬼咗佢 痴線

猶豫左
無賣

半下體大跌兩日

半導體想搵隻廢過mu都幾難

屌 搞咩鳩啊

常理 + 個個分析C都話目標價$120+
但係實際廢到咁都有

Mu衰乜 呢期好弱勢

屌真係把幾火想賣9左SOXL佢

睇黎今晚qcom都凍過水

但佢升都係3x
買佢都係睇好semi姐

TSM + ASX

Agger
買TSM expect佢好似新經濟咁升係無可能

入面有SMH SOXL

Broadcom的錯

market worries about inventory overbuilt by hyperspace cloud customers, which is nonsense really
hynix capex increase is a concern but it is lulled in from next year for euv and the increase is quite mild.
let's c what samsung says tmr

asp guidance up,
New fab + signed LTA with customers...interesting

Ok buy the dip

市埸唔會有錯