~Listen~ [Financial Frontline] The strongest core supply chain of the "TSMC Alliance" (Part 1) #红素#心襄#万run#志胜#君华#Han唐#风兴#亚祥#信纮科# Zhaolian#TSMC supply chain #CoWoS # Advanced Packaging # Factory Affairs # Taiwan Stocks

Оригинальный автор：【肉球產經報】

Первоисточник：https://www.youtube.com/embed/A88NLdQIJks

Is investing in TSMC (2308) too slow to make money? In the AI ​​gold rush of semiconductors, there is actually a group of Taiwanese hidden champions who are quietly "selling shovels and building vaults" beside them. Their stock price explosive power is even more amazing! Welcome to this episode of [Meatball Sankeibo]! Today, the cute little [Meat Ball] analyst will take you to see the strongest core supply chain of the "TSMC Alliance" (Part 1)! As orders for AI GPUs are overwhelming, TSMC is frantically expanding its CoWoS advanced packaging capacity and building new 2-nanometer factories around the world. Which Taiwanese manufacturers have spent tens of billions of dollars in capital expenditures going to? In this video, we will give you a hard-core inventory of the two major beneficiary groups: ✅ The first camp: CoWoS advanced packaging and wet process equipment (the biggest winner in capacity expansion) includes wet process leaders Hongsu (3131) and Xinyun (3583); automation and dispensing machine overlord Wanrun (6187); and Zhisheng (2467) and Junhua (6640), which focus on high-precision cutting and baking. ✅ The second camp: factory engineering and mechanical and electrical integration (factory construction bonus harvester) When the wafer factory is about to start construction, the clean room must not escape! Hantang (2404), the leader in clean room construction, is full of orders. With the electromechanical integration of Fanxuan (6196) and Yaxiang (6139), as well as the green and environmentally friendly processes of Xinhongke (6667) and Zhaolian (6944), it forms the strongest factory construction team! Let you understand the underlying logic of semiconductor equipment, and be the first to get a spot and take off with the National Protectorate Mountain to soar in the main promotion segment! 💡 Sankei Observer: Semiconductor equipment and factories are standard "capital expenditure concept stocks". Factory engineering (such as Hantang, Yaxiang) is usually the first to recognize revenue in the early stages of factory construction, and has the characteristics of high order transparency and stable profitability; while advanced packaging equipment (such as Hongsu, Wanrun) has extremely high technical barriers and gross profit margins, and its stock price is extremely explosive. Allocating assets to these two types of stocks is the best strategy to win steadily. 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