Auros (322310)

5 atoms · 跨 2 天 · 首见 2026-04-30 · 最近 2026-05-03

三色: 🟦 fact 3 · 🟥 take 2 · stance ▲2/▼0/◆0

来源: X 5

时态: fresh:5

标签: 好观点:3 · 好数字:1 · 好信源:1 · 好思考:1

预测 (forecast) (2)

• 2026-05-03 · 量产时间预期
  Getting qualified now likely in Samsung factories, H2 volume ramp est.
  tags: 好观点·好思考 · → daily
  value: date=H2 2026
• 2026-04-30 · highest upside long for hybrid bonding
  Auros (322310) is probably the highest upside long for that
  tags: 好观点 · → daily

事实 (fact) (3)

• 2026-05-03 · 市值
  So I do think Auros (322310) is very interesting at $269M MC over in Korea.
  tags: 好数字 · → daily
  value: qty=$269M · date=2026-05-04
• 2026-05-03 · 客户关系
  they're a relatively unknown Samsung / SK Hynix supplier.
  tags: 好信源 · → daily
• 2026-05-03 · 产品线
  Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-05-03 · fact · 市值 · → daily
• 2026-05-03 · fact · 客户关系 · → daily
• 2026-05-03 · fact · 产品线 · → daily
• 2026-05-03 · forecast · 量产时间预期 · → daily
• 2026-04-30 · forecast · highest upside long for hybrid bonding · → daily

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