Ryan Leung 梁興盛, CFA(@RYANHINGSHING):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

Ryan Leung 梁興盛, CFA

@RYANHINGSHING

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

参加 March 2023

800 フォロー中 16.4K ファン

Ryan Leung 梁興盛, CFA@RYANHINGSHING

2026.10.18 11:10

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

LIWEI_TW Capital@LIWEI_TWCapital

2026.10.17 23:58

$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