註冊並分享邀請連結,可獲得影片播放與邀請獎勵。

P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
加入 April 2023
877 正在關注    56K 粉絲
UBS: TSMC's advanced packaging could sustain 65-70% share by 2030E, even if Intel ramps EMIB-T to support 24mn XPU dies or 6mn chipsets. $TSM $INTC