3661.TW Alchip Technologies, Limited Loading... : Bullish and Bearish Analyst Opinions
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04:50
Aug 16
Aug 16
Alchip owned; AMZN ASIC ramp H2 2026
Long Alchip (3661.TW); author explicitly owns shares and identifies the company as a likely beneficiary ramping now with Amazon's ASIC program in H2 2026, the sole disclosed position in this research basket.
MED
02:00
Aug 11
Aug 11
Named Nvidia NVLink Fusion Ecosystem partner.
Notes the company's inclusion as a custom silicon partner in the Nvidia NVLink Fusion Ecosystem, no directional view.
LOW
11:52
Jun 09
Jun 09
Author lists AI-exposed mid-cap names as compelling ROI candidates but only discloses financial.
Author lists AI-exposed mid-cap names as compelling ROI candidates but only discloses financial interest in NBIS, TSEM, and AAOI, framing the rest as a watchlist rather than current positions.
LOW
12:06
Jun 02
Jun 02
The author provides a detailed evidence-quality assessment of CPO supply-chain claims.
The author provides a detailed evidence-quality assessment of CPO supply-chain claims, concluding the thesis is credible but overextended on stock-specific production winners, so all tickers are watch.
LOW
22:52
May 13
May 13
The author reflects on Mediatek's past TPU-driven rally and speculates whether a similar.
The author reflects on Mediatek's past TPU-driven rally and speculates whether a similar pattern could emerge for Trainium, but expresses no explicit directional view.
HIGH
03:32
May 11
May 11
Management claims sole physical design partner status for AWS Trainium4 at both 3nm and 2nm.
Management claims sole physical design partner status for AWS Trainium4 at both 3nm and 2nm nodes; will not exit custom CPU/COT business.
MED
About 3661.TW Analyst Coverage
Buzzberg tracks 3661.TW (Alchip Technologies, Limited) across 6 sources. 2 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (29%). 7 total trade ideas tracked. Latest voices: aleabitoreddit, pequityresearch, TheValueist.