Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
Joined April 2017
665 Following 89.7K Followers
晶圆厂全面重估价值的逻辑是：
半导体大缺货，原来闲置线程都要被用起来；而且从消费电子转CSP毛利高很多
晶圆厂持续提毛利正在经历一个周期性过程
fab技术没那么难，主要看谁去调～～
DUV几个月就都通了，线程切的快的，股价也先行；EUV一样会调通的
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