688012.SS ADVANCED MICRO-FABRICATION EQUI Loading... : Bullish and Bearish Analyst Opinions
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06:00
Aug 26
Aug 26
Five new fabs boost AMEC, NAURA.
Buy AMEC and NAURA as long-term beneficiaries of five planned new fabs, which should drive semiconductor equipment demand for these Chinese suppliers.
MED
04:31
Aug 14
Aug 14
Research note analyzing China's 28nm capex recovery and NAND upgrade cycle as read-throughs.
Research note analyzing China's 28nm capex recovery and NAND upgrade cycle as read-throughs for equipment, foundries, and analog suppliers, with directional impacts framed as fundamental risks rather than explicit positions.
04:31
Aug 14
Aug 14
China 28nm capex increases mature-node pricing risk.
Watch mature-node foundries and analog suppliers due to long-term pricing risks from China's 28nm capex recovery.
MED
21:44
Aug 05
Aug 05
Chinese semi equipment leader growing structurally
AMEC is China's second-largest semiconductor equipment maker, benefiting from structural growth in domestic chip capex driven by US sanctions. Revenue and margins are surging with a multi-year cycle ahead despite a high P/E of 75x. The company maintains a buy rating, and even conservative estimates suggest significant upside, given its leading position in etch and deposition tools.
MED
02:24
Aug 05
Aug 05
SK Hynix evaluating AMEC etchers
Reports SK Hynix and Samsung are evaluating AMEC's etchers for their Chinese fabs, no directional view.
LOW
22:01
Jul 13
Jul 13
The tweet is a factual daily recap of semicap news with no personal positions or forward calls.
The tweet is a factual daily recap of semicap news with no personal positions or forward calls, so all tickers are watch.
00:05
May 15
May 15
Long domestic Chinese equipment makers as export controls sustain localization demand.
Long domestic Chinese equipment makers as export controls sustain localization demand, even as AI-led growth shifts mix away from China.
HIGH
13:32
Apr 30
Apr 30
Neutral on Chinese equipment makers as domestic demand remains flat.
Neutral on Chinese equipment makers as domestic demand remains flat, limiting near-term upside despite mixed export dynamics.
HIGH
About 688012.SS Analyst Coverage
Buzzberg tracks 688012.SS (ADVANCED MICRO-FABRICATION EQUI) across 4 sources. 2 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (25%). 8 total trade ideas tracked. Latest voices: zephyr_z9, TheValueist, Wang Bujang.