Semiconduc_老虎社区_美港股上老虎 - 老虎社区

EugeneRodriguez

Semiconductor sector is hot! Don't let the intermittent pullbacks sway your positions. Global semiconductor sales are up big. Up 30% yoy and over 3% month to month, according to SIA. Just about all semiconductor and equipment companies are offering strong guidance going forward with no indication of weakness anytime
soon. Most claiming they see the shortage lasting through 2022 ($MRVL the most recent). This shortage combined with the global expansion taking place AND the
evolution of the industry's super "cycle" indicates a strong long term outlook for the industry. Who stands to benefit the most? TSM of course. Along with $ASML with their monopoly on advanced EUV that's in great demand by anyone wanting to compete in producing advanced semiconductors. $AMAT is the most diversified equipment provider. $KLAC is the dominant PDC supplier. MRVL for (5G and Data Center) infrastructure. $LRCX for memory. $ICHR and $UCTT are extreme value plays right now as well that benefit from having the companies listed above as customers. GLTA!

$ASML Holding NV(ASML)$

分享我的交易策略

交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

JoshuaAlexander
2021-10-23
JoshuaAlexander
There will more equipments in the future.And they all need chips when they want to link to the internet!Do not worry about the news!
CharlesBaker
2021-11-24
CharlesBaker
I didn't focus on semiconductor before, and I thought I LOST big money
PhilipJones
2021-11-24
PhilipJones
every problem seems is supply-demand problem

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MRVL for (5G and Data Center) infrastructure. $LRCX for memory. $ICHR and $UCTT are extreme value plays right now as well that benefit from having the companies listed above as customers. GLTA!&nbsp;</p> <p><a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>Semiconductor sector is hot! Don't let the intermittent pullbacks sway your positions. Global &nbsp;semiconductor sales are up big. Up 30% yoy and over 3% month to month, according to SIA. Just about all semiconductor and equipment companies are offering strong guidance going forward with no indication of weakness anytime <br>soon. Most claiming they see the shortage lasting through 2022 ($MRVL the most recent). This shortage combined with the global expansion taking place AND the <br>evolution of the industry's super \"cycle\" indicates a strong long term outlook for the industry. Who stands to benefit the most? TSM of course. 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