🐦 推特SerenityV1 · 实盘可交易 · 做多市场:台股把握 3/10
北京时间·🕒 发布 06-05 23:15:06时区推断·⟳ 抓取 06-05 23:52:59·⚡ 决策 06-16 18:20:10 +10d18h·133.2 天前
KOL推测台积电CPO(COUPE)量产将垂直整合，利好其封测子公司欣铨(3374.TW)
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Xintec (3374) also looks like an interesting idea (TSMC packaging/test subsidary). MC is at ~ $2.18B. $TSM COUPE mass p…
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 开盘买入 不高于昨收 +4%（超上限不成交）
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 5日
失效/反转 台积电官方否认COUPE订单交由欣铨 / 3日内无产业链交叉验证
不做 TSM.US
CPO量产及子公司垂直整合对万亿市值的TSM缺乏业绩弹性，属噪音；帖子核心推荐为其子公司3374.TW。
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原文全文
展开原文 · 947 字
Xintec (3374) also looks like an interesting idea (TSMC packaging/test subsidary).
MC is at ~ $2.18B.
$TSM COUPE mass production starts this half, H2 2026. and... they have plans for "Aggressively pursuing CPO opportunities with subsidiaries Xintec".
This is just very high-level, not too much public figures on volumes flowing to Xintec in COUPE.
But this is just a asymmetrical guess on $TSM wanting to vertically integrate as much as possible and volume flowing down to their own subidary.
Lot of the Taiwan CPO stocks like Foci, MSSCorp, Shunsin (foxconn advanced packaging/test), and co. are gradually being repriced... (disclosure: have exposure to everything above).
But generally, architectural shift is going to be pretty sudden, and will show up in their balance sheets soon.
Especially $TSM related companies (Xintec looks more compelling than VisEra, at least for this next few months). Foci I've already covered for FAU.
MC is at ~ $2.18B.
$TSM COUPE mass production starts this half, H2 2026. and... they have plans for "Aggressively pursuing CPO opportunities with subsidiaries Xintec".
This is just very high-level, not too much public figures on volumes flowing to Xintec in COUPE.
But this is just a asymmetrical guess on $TSM wanting to vertically integrate as much as possible and volume flowing down to their own subidary.
Lot of the Taiwan CPO stocks like Foci, MSSCorp, Shunsin (foxconn advanced packaging/test), and co. are gradually being repriced... (disclosure: have exposure to everything above).
But generally, architectural shift is going to be pretty sudden, and will show up in their balance sheets soon.
Especially $TSM related companies (Xintec looks more compelling than VisEra, at least for this next few months). Foci I've already covered for FAU.
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