PCB equipment makers Loading... : Investor Sentiment and Bull/Bear Views
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Jan 20
Jan 20
PCB equipment better than PCB makers.
Within the AI PCB supply chain, the speaker prefers equipment makers over PCB manufacturers because capex expansion is the bottleneck and equipment suppliers benefit regardless of which PCB maker wins, while PCB makers face Chinese competition and uncertain medium-term demand.
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About PCB equipment makers Investor Commentary
Across the available history and selected sources, Buzzberg tracks PCB equipment makers across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Oh Woo-seok.