TFE Loading... : Bullish and Bearish Analyst Opinions
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Sep 03
Sep 03
Buy test socket names on custom AI.
Broadcom and Marvell earnings confirm non-Nvidia custom AI demand is growing, which raises demand for semiconductor test sockets. Among the three socket names, TSE is strongest with DDR5/HBM socket expansion, while ISC has SK Hynix concentration and a lower price area; he prefers ISC and TSE depending on risk appetite, while Leeno is held back by labor issues.
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About TFE Analyst Coverage
Buzzberg tracks TFE across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Past 7 days: 1 bullish. Latest voices: Kim Tae-seong.