3189.TW Kinsus Interconnect Technology Corp. Loading... : Bullish and Bearish Analyst Opinions
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15:46
Apr 29
Apr 29
Long Ibiden/Unimicron/Kinsus/Nan Ya PCB as substrate suppliers benefit from high utilization.
Long Ibiden/Unimicron/Kinsus/Nan Ya PCB as substrate suppliers benefit from high utilization and pricing due to tight supply for AI storage silicon.
HIGH
08:09
Apr 05
Apr 05
Kinsus flagged as higher consumer exposure risk
Author flags Kinsus as having higher consumer exposure than Ibiden/Unimicron, which will pressure revenue growth — cited in a comparative ABF substrate thesis as a relative underperformer.
MED
22:06
Jan 22
Jan 22
ABF substrate shortage drives multi-quarter pricing power
Buy ABF substrate manufacturers (Ibiden, Unimicron, Shinko, AT&S, Nan Ya PCB, Kinsus, Samsung Electro-Mechanics) as Intel's earnings call confirmed an industry-wide multi-quarter shortage; chipmakers are subsidizing ~50% of supplier capex, creating durable pricing power across the concentrated supply chain.
HIGH
About 3189.TW Analyst Coverage
Buzzberg tracks 3189.TW (Kinsus Interconnect Technology Corp.) across 3 sources. 1 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (33%). 3 total trade ideas tracked. Latest voices: TheValueist, zephyr_z9, bullofbritain.