L****a
发帖数: 572 | 1 发信人: Laputa (以德糊人), 信区: pennystock
标 题: Re: 半导体公司Q3 ER讨论贴
发信站: BBS 未名空间站 (Mon Oct 5 17:14:08 2009, 美东)
Semi conductor has a number of sub-sectors:
CPU : INTC, AMD
memory : MU, SNDK, RMBS
Graphics/imaging: NVDA, OVTI, SIMG
communication : QCOM, BRCM, MRVL
analog : ADI, LLTC
general diversified : TXN, MRVL, STM
In general, in the past number quarters. The ASP of semiconductor
is increasing, as well as the sell volume. This can be seen from the ERs of
a broad spectrum of semiconductor companies, su | L****a
发帖数: 572 | 2 By the way, my focus on the general semiconductor sector is really not as
much as that on solar sector. It's just a sideline comments. We should know
that each subsector has its own characteristics, and they are as big as the
solar sector. | L****a
发帖数: 572 | 3 发信人: Laputa (以德糊人), 信区: pennystock
标 题: Re: 半导体公司Q3 ER讨论贴
发信站: BBS 未名空间站 (Mon Oct 5 17:58:45 2009, 美东)
I didn't look into the semi equipment market in details. But
I think if the semi market can sustain this benign trend for long
enough time. Semi conductor companies will naturally increase their capital
spending, therefore benefits equipment companies, such as
AMAT. My last reading in this sector (a couple of months ago) said
that the semi industry CAPEX was still subdued. But I think this is a | L****a
发帖数: 572 | 4 发信人: Laputa (以德糊人), 信区: pennystock
标 题: Re: 半导体公司Q3 ER讨论贴
发信站: BBS 未名空间站 (Mon Oct 5 21:53:45 2009, 美东)
刚看了几个半导体股. 好象图形都不太好看啊. 而且好象对大盘的强度
也比较弱. 各位小心为上啊. 我自己目前没有半导体股多头 position.
另外, 我觉得半导体设备做多的话, 可以考虑一下 LRCX 和 VSEA. | b*****h
发帖数: 3386 | 5 Laputa, FA一下TSEM? 它公司出了ER guidance, 说是会很不错，但是
股价没有变化。
【在 L****a 的大作中提到】
: 发信人: Laputa (以德糊人), 信区: pennystock
: 标 题: Re: 半导体公司Q3 ER讨论贴
: 发信站: BBS 未名空间站 (Mon Oct 5 21:53:45 2009, 美东)
: 刚看了几个半导体股. 好象图形都不太好看啊. 而且好象对大盘的强度
: 也比较弱. 各位小心为上啊. 我自己目前没有半导体股多头 position.
: 另外, 我觉得半导体设备做多的话, 可以考虑一下 LRCX 和 VSEA.
| L****a
发帖数: 572 | 6 这家公司属于小 Foundry, 是给人代工做芯片的. 竞争对手是台积电和台联电,
都是很大的公司. 它要赢利很难, 因为公司太小规模效应上不去, 竞争对手也
太强. 所以, 即使它 revenue 上去了, 还是亏损的. 它的 ER guidance 可能
早就 price in 了, 因为它前期已经涨了很多. 最近一段时间, 台积电的股价
平中有降, 肯定是要影响它的股价的. 你可以看一下TSM 的股票, 已经在 50
日均线以下了, 而且有向下的趋势.
【在 b*****h 的大作中提到】
: Laputa, FA一下TSEM? 它公司出了ER guidance, 说是会很不错，但是
: 股价没有变化。
| b*****h
发帖数: 3386 | 7 多谢多谢。
【在 L****a 的大作中提到】
: 这家公司属于小 Foundry, 是给人代工做芯片的. 竞争对手是台积电和台联电,
: 都是很大的公司. 它要赢利很难, 因为公司太小规模效应上不去, 竞争对手也
: 太强. 所以, 即使它 revenue 上去了, 还是亏损的. 它的 ER guidance 可能
: 早就 price in 了, 因为它前期已经涨了很多. 最近一段时间, 台积电的股价
: 平中有降, 肯定是要影响它的股价的. 你可以看一下TSM 的股票, 已经在 50
: 日均线以下了, 而且有向下的趋势.
| L****a
发帖数: 572 | 8 TSEM had a spike today, driven by the following news.
Inplay - 9:37AM Tower Semicon selected as preferred foundry by C&S
Technology in Korea for power automotive devices
However, all major foundries are down, including TSM, UMC and SMI.
【在 b*****h 的大作中提到】
: 多谢多谢。
| b*****h
发帖数: 3386 | 9 I was already in last friday, solely based on TA. hehe
【在 L****a 的大作中提到】
: TSEM had a spike today, driven by the following news.
: Inplay - 9:37AM Tower Semicon selected as preferred foundry by C&S
: Technology in Korea for power automotive devices
: However, all major foundries are down, including TSM, UMC and SMI.
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