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$TSEM

BULLISH2026-05-14
Price around the call
↑ 2026-05-14
By horizon✗ miss-3.5%
1d
✗ -9.4%
5d
✓ +2.6%
21d
✗ -3.5%
Original post
一起发财 · 2026-05-14

其实站在国产的光里,我一直觉得中际旭创技术实力是最正宗的,尤其是到800G模块开始放量之后,就要看更高端的NPO/CPO技术实力,尤其是缺料情况下产能把控能力了。 Tower这个合同锁定产能的最大客户,大概率是旭创。 相比旭创而言,Tower作为上游,股价反而会先一步反应。 Tower 积极扩产,28年目标是28亿美金收入,7.5亿净利润。 $TSEM

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