跌咗代表市場某程度上已經priced in 下調HBM預期,估值上已經de-risk,但3D DRAM嘅upside則尚未反映
全倉GOOGL2024-11-11 12:21:56
tsmc 唔係用asml high na euv嗎
財經台韭菜2024-11-11 13:25:45
High NA EUV 用係光刻,ONTO 做檢測計量,兩樣嘢嚟
蝴蝶.妹妹2024-11-11 13:34:02
仲有冇dell?
熱檸樂2024-11-11 23:19:29
點部署
祖伯2024-11-12 01:54:49
日日陰跌到灰 溝到冇晒底
財經台韭菜2024-11-12 08:29:59
樓豬尋晚又溝咗少少貨
祖伯2024-11-12 08:43:58
均價200
蝴蝶.妹妹2024-11-12 09:06:03
溝得咁密
熱檸樂2024-11-12 09:30:03
全倉GOOGL2024-11-13 11:00:04
晶片股好似收收地皮
全倉IBM2024-11-13 11:03:31
係度等黃淫動
熱檸樂2024-11-14 00:57:21
樓主清倉未
XO醬炒布甸狗2024-11-14 04:02:39
點部署
守着我的善良2024-11-14 07:44:42
樓主,我需要社工一賣咗crwd轉onto, crwd勁升, onto插水
財經台韭菜2024-11-14 08:23:04
Onto is weak mainly because Needham's negative outlook on TSMC's wafer fab equipment CapEx. However, based on my observation, CoWoS demand shows no signs of weakening. I’m still positive on GAA 2nm CoWos demand.
Needham points out that TSMC's $15.5B capital allocation breaks down to $11.2B for infrastructure and $4.3B for advanced node/R&D equipment, with no allocation for specialty devices or advanced packaging. Needham says this suggests three key implications: 1)TSMC maintains aggressive overseas fab expansion plans, continuing infrastructure investments 2) Equipment ordering appears to be pausing as demand visibility beyond 2nm remains uncertain 3)Investors should lower 2025 CapEx expectations, particularly for wafer fab equipment spending