返回列表 发帖

[基础分析] Upgrde KLAC,NVLS,ASML from Hold to BUY

Foundry can't meet the chip demand

BRCM
TXN
MRVL
ATHR
INTC
AMD
OVTI
..............

Their orders can't get filled because Foundry is 100% overloaded.
NVLS:  Copper/Rare Earth Semi Equipment
ASML: Light related equipment;
KLAC: King of Semi Equipment;
返回列表