格隆汇10月22日|摩根士丹利发表研究报告,预测ASMPT第三季可能因一次性重组开支而录得亏损,但建议投资者关注其长期增长动力,包括CoWoS-L产能扩张、中国高频宽记忆体发展及混合键合进展。ASMPT第三季收入指引中位数为4.75亿美元,即按年增长11%。大摩目前预测公司收入可符合指引,但相信期内会录得约3.6亿元的一次性重组开支,因而将录得约6900万元净亏损。主流半导体需求正在复苏,而且先进...
Source Link格隆汇10月22日|摩根士丹利发表研究报告,预测ASMPT第三季可能因一次性重组开支而录得亏损,但建议投资者关注其长期增长动力,包括CoWoS-L产能扩张、中国高频宽记忆体发展及混合键合进展。ASMPT第三季收入指引中位数为4.75亿美元,即按年增长11%。大摩目前预测公司收入可符合指引,但相信期内会录得约3.6亿元的一次性重组开支,因而将录得约6900万元净亏损。主流半导体需求正在复苏,而且先进...
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