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LIWEI_TW Capital
@LIWEI_TWCapital
Finding a new theme…
加入 January 2024
343 正在关注    8.6K 粉丝
E&R( will eventually prevail! ➡️Intel: EMIB supply chain & TGV validated! $LPK, look at yourself, get your act together! You haven’t flat for too long!
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Intel $INTC EMIB Supply Chain Flip-Chip Assembly Bumping Powertech Technology $6239.TW Amkor Technology $AMKR Die Bond ASMPT $0522.HK Kulicke & Soffa $KLIC Laser Marking E&R Engineering $8027.TWO Plasma Cleaning E&R Engineering $8027.TWO EMIB Substrate IC Substrate Ibiden $4062.T Unimicron $3037.TWO AT&S $ATS.VI Shinko ABF Film Lamination Ajinomoto $2802.T Eternal Precision Mechanics $7795.TWO Bridge Die Bond Toray $3402.T Electroplating ASMPT NEXX Laser via Drilling Mitsubishi Electric $6503.T Baking Oven Group Up $6664.TWO Other Components Silicon Capacitor AP Memory $6531.TW Samsung Electro-Mechanics $009150.KS Silicon Capacitor Foundry Powerchip $6770.TW United Microelectronics $UMC Winbond $2344.TW Information derived from Nomura Securities, but I included couple names in the supply chain I believe they missed - AT&S, Ajinomoto
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