ONTO is onto something

146 回覆
14 Like 2 Dislike
2024-11-10 23:22:33
隻隻AI相關股都炒起。呢隻好似同AI 無關喎
2024-11-10 23:25:29
同業績報告,間公司有提AI demand,但股價破底
2024-11-10 23:32:27
HBM同CoWos設備股都唔關事
NVDA H100 有50%成本係HBM、同埋用TSM 5nm CoWos製程生產,擴產就要同ONTO買設備喎

嚟緊TSM GAA 2nm製程ONTO都係受惠者
2024-11-10 23:36:55
因為HBM呢邊過去兩年SK海力士同美光大幅擴產,已經買咗唔少設備,所以公司對25年HBM guild偏保守,下調HBM預期,主要跌呢樣
2024-11-10 23:44:37
咁仲買?
2024-11-10 23:56:08
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
2024-11-11 12:21:56
tsmc 唔係用asml high na euv嗎
2024-11-11 13:25:45
High NA EUV 用係光刻,ONTO 做檢測計量,兩樣嘢嚟
2024-11-11 13:34:02
仲有冇dell?
2024-11-11 23:19:29
點部署
2024-11-12 01:54:49
日日陰跌到灰 溝到冇晒底
2024-11-12 08:29:59
樓豬尋晚又溝咗少少貨
2024-11-12 08:43:58
均價200
2024-11-12 09:06:03
溝得咁密
2024-11-12 09:30:03
2024-11-13 11:00:04
晶片股好似收收地皮
2024-11-13 11:03:31
係度等黃淫動
2024-11-14 00:57:21
樓主清倉未
2024-11-14 04:02:39
點部署
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
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
2024-11-14 08:34:13
停止溝貨,等冇繼續創新低開始盤整先再溝
2024-11-14 08:35:51
坐下先
2024-11-18 22:36:31
坐到幾時
2024-11-18 22:42:00
睇25年
目前FPE大概21,又唔算貴,差不多係底了
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