๊ฐ€์ž… ํ›„ ์ดˆ๋Œ€ ๋งํฌ๋ฅผ ๊ณต์œ ํ•˜๋ฉด ๋™์˜์ƒ ์žฌ์ƒ ๋ฐ ์ดˆ๋Œ€ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

P Equity Research ๐Ÿ“ฐ
@pequityresearch
Research ๐Ÿ“ƒ & News ๐Ÿ—ž๏ธ | Semiconductors & Tech | Research & discord in substack | For China focused research:
๊ฐ€์ž… April 2023
877 ํŒ”๋กœ์ž‰ ์ค‘    55.9K ํŒฌ
Samsung Securities: Key Terafab Beneficiaries Terafab initially plans to leverage Intel's 14A process technology and supply chain, as a result, these global and domestic equipment vendors are positioned as key early beneficiaries. $ASML $AMAT $LRCX $KLAC $INTC $SPCX
๋” ๋ณด๊ธฐ