TSMC’s earnings call is coming up soon, as Shen Wan-jun reveals which stocks are worth watching amid advances in packaging technology changes
TSMC’s earnings call is about to be held. Expert Wan-Chun Shen emphasized that investors should focus on technology trends rather than short-term EPS, and that AI demand is making advanced packaging a key factor. In the future, technologies such as 3D stacking and FOPLP are expected to break through bottlenecks. Investors should focus on TSMC and related stocks in advanced process equipment and advanced packaging technology to seek long-term returns.
ChainNewsAbmedia·04-13 02:34
