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
Order uncertainty and concerns about China localization have been suppressing WFE names.
Apart from customers’ interest, China is now placing orders for US WFEs. Ryan’s industry insights are never wrong.
$ASML
$AMAT
$LRCX
$KLAC
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$ASML: Customers are already showing interest in placing orders for 2029 and even 2030. LIWEI’s industry insights never wrong. WFE names are about to boom!
$ASML $AMAT $LRCX $KLAC
