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tT
发表于 2011-1-14 15:39 | 只看该作者

[基础分析] Upgrde KLAC,NVLS,ASML from Hold to BUY

Foundry can't meet the chip demand

BRCM
TXN
MRVL
ATHR
INTC
AMD
OVTI
..............

Their orders can't get filled because Foundry is 100% overloaded.
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发表于 2011-1-14 15:58 | 只看该作者
NVLS:  Copper/Rare Earth Semi Equipment
ASML: Light related equipment;
KLAC: King of Semi Equipment;

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