w*********2
发帖数: 31 | | B*********e
发帖数: 909 | 2 here is just my 2 cents, pure speculation:
The IC industry capex peaked around 2007-2008 and most of them are related
to new FABs. There were almost no new FABs built up last year, which is not
good for AMAT's business. However, sooner or later, IC needs new FAB and
also replacements for old FABs. This year, most of them such as TSMC and
Samsung are going to significantly increase their CAPEX. Therefore, I still
hold this position and will hold it for a long time the same way as INTC
which I | m********o
发帖数: 25 | 3 Amat has its own trouble to bring its revenue up in the coming year even
though more capex will be spent. Amat's solar sector lost too many money and
has not seen its clear direction yet. Amat is facing extensive competition
from TEL, NOVellus, ASML and lost its advanced technology advantages in last
few years. Amat got involved in scandle in South Korean which put a
question mark to it as a vendor to Samsung in the future. Amat is not a good
buy compared with ASML. |
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