Re: [情報] ASML新訂單遠低於預期
※ 引述《d012375913 (阿利)》之銘言:
: 標題:ASML新訂單遠低於市場預期
: 來源:格隆匯
: (公司名、網站名)
: 網址:https://reurl.cc/Kln0Ay
: (請善用縮網址工具)
: 內文:
: 阿斯麥(ASML.O)第三季訂單26.3億歐元,市場預期53.9億歐元。
: 遠低於市場預期,聞訊立刻跳水13%
先講結論 華爾街找個理由跌
小兒空單四萬口 找出口大獲全勝
再講原因
台積近年來擴廠
除了EUV IMM 獨佔性
很多248以下的機型都有有找Cannon
Cannon的優勢就是便宜
加上台積優秀工程師不斷改良
曝出來的品質也能媲美ASML
如果台積只買EUV IMM
中國不能賣
請問成熟製程的曝光機誰要買?
台積近月來營收
比例幾乎是高性能運算爆發性成長
很明白就是
COWOS的獨佔性
CoWoS有沒有需要曝光機
我是不知道啦
但是一定不會是用EUV/IMM
所以ASML財報已經逐漸與台積電脫鉤了
--
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1729013138.A.856.html
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折折債蛙大獲全勝啦
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小兒表示:四萬口空單大獲全勝
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找理由跌 誰是主因不重要
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EUV才耗電,EUV是ASML獨佔市場
再耗電還是會買
主要原因是台積電現在全力衝刺CoWoS
EUV IMM 不急
※ 編輯: icehorng (42.73.27.195 臺灣), 10/16/2024 01:34:42
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知道啊 誰管那麼多 找理由跌而已
※ 編輯: icehorng (42.73.27.195 臺灣), 10/16/2024 01:37:31
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