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北京时间·🕒 发布 06-03 05:04:39时区推断·⟳ 抓取 06-03 16:21:28回填·⚡ 决策 06-16 19:48:51·133.2 天前
KOL挖掘台积电硅光子(COUPE)子公司欣铨(3374.TW)作为衍生标的
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$TSM COUPE supplier idea: Another is Xintech (3374) that I have exposure to. This is $TSM’s testing subsidiary, current…
不做 TSM.US
硅光子/CPO对台积电整体营收弹性极小，且引用的5月14日技术论坛消息已过去数周，属旧闻，无预期差与交易价值。
不做 3374.TW
底层催化剂(5月14日台积电技术论坛)已过期，当前仅为KOL基于旧闻的二阶标的挖掘，缺乏新的一手订单或业绩确认，预期差不足。
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$TSM COUPE supplier idea:
Another is Xintech (3374) that I have exposure to.
This is $TSM’s testing subsidiary, currently trading at 255 ~$2.1B MC.
Biggest wonder was if they were linked to COUPE… otherwise I wouldn’t take positions.
But some report recently confirmed TSM’s vertical integration plans:
“TSMC is building a Silicon Photonics empire, aggressively pursuing Co-Packaged Optics (CPO) opportunities with subsidiaries **Xintec** and VisEra citing unnamed supply chain sources…
TSMC is expected to talk up its SiPho plans, including its COUPE platform May 14 (Thursday) at its Technology Symposium in Hsinchu, Taiwan.”
So that kinda seals the deal for me if they’re “aggressively pursuit opportunities”.
Derisked long anyway given $TSM owns it. Upside from COUPE?
Thought it was an interesting idea personally.
Another is Xintech (3374) that I have exposure to.
This is $TSM’s testing subsidiary, currently trading at 255 ~$2.1B MC.
Biggest wonder was if they were linked to COUPE… otherwise I wouldn’t take positions.
But some report recently confirmed TSM’s vertical integration plans:
“TSMC is building a Silicon Photonics empire, aggressively pursuing Co-Packaged Optics (CPO) opportunities with subsidiaries **Xintec** and VisEra citing unnamed supply chain sources…
TSMC is expected to talk up its SiPho plans, including its COUPE platform May 14 (Thursday) at its Technology Symposium in Hsinchu, Taiwan.”
So that kinda seals the deal for me if they’re “aggressively pursuit opportunities”.
Derisked long anyway given $TSM owns it. Upside from COUPE?
Thought it was an interesting idea personally.
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