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北京时间·🕒 发布 04-29 03:39:50时区推断·⟳ 抓取 06-03 19:00:07回填·⚡ 决策 06-17 06:03:02·132.7 天前
KOL看好LPKF玻璃基板设备垄断地位及先进封装量产前景
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I do really like $LPK. Critical monopoly chokepoint in glass substrates… Which are used for advanced packaging and CPO.…
决策后走势暂无图(这条腿还没有复盘打分的日线切片)
怎么买 限价买入 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 5日
失效/反转 公司否认设备已安装或玻璃基板量产时间表大幅推迟
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原文全文
展开原文 · 717 字
I do really like $LPK.
Critical monopoly chokepoint in glass substrates…
Which are used for advanced packaging and CPO.
I flagged it as a potential 10x back in Jan, but thought it was a bit early.
However… time seems right now?
"About four years ago, we began collaborating with a semiconductor company to develop mass-production equipment for direct 3D waveguide formation," Lee said.
“The customer has already installed LPKF's equipment."
Maybe Samsung or SKC Absolics since this was in Korea?
Seems like momentum is ramping up now though like $AEHR pre-earnings, not quite high volume (2027), but around this time felt compelling for me.
During the transition from qualification/pilot -> high volume.
Critical monopoly chokepoint in glass substrates…
Which are used for advanced packaging and CPO.
I flagged it as a potential 10x back in Jan, but thought it was a bit early.
However… time seems right now?
"About four years ago, we began collaborating with a semiconductor company to develop mass-production equipment for direct 3D waveguide formation," Lee said.
“The customer has already installed LPKF's equipment."
Maybe Samsung or SKC Absolics since this was in Korea?
Seems like momentum is ramping up now though like $AEHR pre-earnings, not quite high volume (2027), but around this time felt compelling for me.
During the transition from qualification/pilot -> high volume.
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