Ryan Leung 梁興盛, CFA
@RYANHINGSHING
buyside equity analyst. Tech/Fin Not investment advice. Do your own research. DM open/用Twitter只為交友 廣東鐵粉/Guangdong food propagandist
Joined March 2023
1.2K Following 12.6K Followers
BofA指出功率半導體供不應求，這是源於過去功率半導體低潮，導致沒有新增產能，同時AI拉動功率半導體需求。預期下半年繼續漲價
美銀反而認為低/中壓MOSFET更受惠於供不應求，因為更多CAPEX將會投向SiC、GaN、BCD
但低壓佔比高的揚傑科技已經7倍P/B了呀🤔
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