🐦 推特SerenityV1 · 实盘可交易 · 做多市场:A股把握 5/10
北京时间·🕒 发布 06-12 16:14:56时区推断·⟳ 抓取 06-12 16:18:23·⚡ 决策 06-14 19:03:05 +2d02h·135.0 天前
中国钨出口管制致日本WF6生产商预计停产，中船特气(688146.SH)作为全球WF6核心供应商迎替代机遇
📄 原文Serenity↗ 原文
So doing research into some random $TSM, SK Hynix, SMIC, type bottleneck. not familiar with WF₆ but Peric Special Gases…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +5%、2 个交易日内有效
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 5日
失效/反转 日本厂商澄清未停产 / 公司澄清WF6产能无法填补缺口或未进入相关供应链
不做 TSM.US
下游晶圆代工客户，面临供应链扰动而非直接受益，且体量巨大缺乏弹性，不作为做多标的
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成交明细
该臂暂无收益数据(没有收益口径表头)。
研究档案
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原文全文
展开原文 · 1,169 字
So doing research into some random $TSM, SK Hynix, SMIC, type bottleneck.
not familiar with WF₆ but Peric Special Gases (SHA: 688146) is main benefiary.
TLDR: China -> Tungsten export controls (60-70% of Wf6 costs)
-> Needed for DRAM/NAND
-> Japan (35% of capacity)
-> South Korea 20% of cpacity
"Japan’s Kanto Denka Kogyo and Central Glass had warned South Korean chipmakers such as Samsung Electronics and DB HiTek of potential WF₆ supply disruptions"
ChemNet reports that Kanto Denka and Central Glass are expected to permanently halt production starting July 2026.
"WF₆ is a critical precursor gas applied in DRAM, NAND,"
Peric Special Gases entered the supply chains of leading global foundries and memory makers, including $TSM, Samsung, SMIC.
So usually you can just invest in the main $AXTI type beneficary...
Or go the other route of looking at other players that can make up for supply gaps in western supply chains
I was doing too much research into inp substrates that i forgot about Tungsten third order effects i guess...
By the time news publishes something, kinda on the later end but helpful to see if there's any ripple effect anywhere
not familiar with WF₆ but Peric Special Gases (SHA: 688146) is main benefiary.
TLDR: China -> Tungsten export controls (60-70% of Wf6 costs)
-> Needed for DRAM/NAND
-> Japan (35% of capacity)
-> South Korea 20% of cpacity
"Japan’s Kanto Denka Kogyo and Central Glass had warned South Korean chipmakers such as Samsung Electronics and DB HiTek of potential WF₆ supply disruptions"
ChemNet reports that Kanto Denka and Central Glass are expected to permanently halt production starting July 2026.
"WF₆ is a critical precursor gas applied in DRAM, NAND,"
Peric Special Gases entered the supply chains of leading global foundries and memory makers, including $TSM, Samsung, SMIC.
So usually you can just invest in the main $AXTI type beneficary...
Or go the other route of looking at other players that can make up for supply gaps in western supply chains
I was doing too much research into inp substrates that i forgot about Tungsten third order effects i guess...
By the time news publishes something, kinda on the later end but helpful to see if there's any ripple effect anywhere
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