Ryan Leung 梁興盛, CFA(@RYANHINGSHING):Ryan又去了灣芯展WESEMiBAY Ryan看到很多重要的大會都關於先進封裝、系統集成、可靠性測試，但只能去其中一個封裝大會🤔 趨勢很明顯…就是 Test, test, test $AEHR $FORM $TER packaging, packaging, packaging $ASX $AMKR 和中國… 進口、進口、進口😂 @photonjaeger @ShanghaoJin @LIWEI

Ryan Leung 梁興盛, CFA

@RYANHINGSHING

Buyside equity analyst. Tech/Fin. Investing in tech/semi supply chain. Not investment advice. DM open.

Joined March 2023

800 Following 16.4K Followers

Ryan Leung 梁興盛, CFA@RYANHINGSHING

2026.10.14 05:25

Ryan又去了灣芯展WESEMiBAY Ryan看到很多重要的大會都關於先進封裝、系統集成、可靠性測試，但只能去其中一個封裝大會🤔 趨勢很明顯…就是 Test, test, test $AEHR $FORM $TER packaging, packaging, packaging $ASX $AMKR 和中國… 進口、進口、進口😂 @photonjaeger @ShanghaoJin @LIWEI_TWCapital (其他slides只跟朋友分享🤡）