以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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PSMC
10 atoms · 跨 6 天 · 首见 2026-04-20 · 最近 2026-06-28
三色: 🟦 fact 8 · 🟥 take 2 · stance ▲6/▼1/◆2
来源: X 10
时态: fresh:8 · aging:2
标签: 好数字:5 · 好信源:4 · 好观点:2
叙事 (narrative) (1)
- 2026-04-22
[老化中] · 进入 AI 供应链深度
PSMC isn’t just riding the memory upcycle—it’s moving deeper into the AI supply chain. From #Micron HBM backend to #Intel EMIB IPD, partnerships are beginning to take shape.
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-04-20 ⭐ · DDR4 制造
PSMC will also manufacture DDR4 on 1y & 1z
tags: 好信源·好数字 · → daily
立场 (position) (1)
- 2026-06-12
[老化中] · 前景看法
Bullish for: $6770.TW — PSMC
tags: 好观点 · → daily
事实 (fact) (7)
- 2026-06-28 · target price raised by Morgan Stanley
파워칩 (PSMC): 목표가 NT$88.00 ➔ NT$111.00 상향
tags: 好数字 · → daily
value: qty=NT$88.00 to NT$111.00
- 2026-06-28 · EPS estimate raised by Morgan Stanley for 2026
EPS 상향 (2026년 4%)
tags: 好数字 · → daily
value: qty=4% · date=2026
- 2026-06-28 · EPS estimate raised by Morgan Stanley for 2027
EPS 상향 (2027년 48%)
tags: 好数字 · → daily
value: qty=48% · date=2027
- 2026-06-28 · EPS estimate raised by Morgan Stanley for 2028
EPS 상향 (2028년 62%)
tags: 好数字 · → daily
value: qty=62% · date=2028
- 2026-04-30 · VLSI 2026 发布
PSMC & AP Memoryとですね。VLSI 2026での発表があります
tags: 好信源 · → daily
value: date=VLSI 2026
- 2026-04-29 · VLSI 2026 conference presentation
VLSI 2026で Saimemory, Intel, PSMC & AP Memoryの発表があります
tags: 好信源 · → daily
- 2026-04-29 · VLSI 2026 発表
VLSI 2026で Saimemory, Intel, PSMC & AP Memoryの発表があります
tags: 好信源 · → daily
时间轴 (近 20)
- 2026-06-28 ·
fact · target price raised by Morgan Stanley · → daily
- 2026-06-28 ·
fact · EPS estimate raised by Morgan Stanley for 2026 · → daily
- 2026-06-28 ·
fact · EPS estimate raised by Morgan Stanley for 2027 · → daily
- 2026-06-28 ·
fact · EPS estimate raised by Morgan Stanley for 2028 · → daily
- 2026-06-12 ·
position · 前景看法 · → daily
- 2026-04-30 ·
fact · VLSI 2026 发布 · → daily
- 2026-04-29 ·
fact · VLSI 2026 conference presentation · → daily
- 2026-04-29 ·
fact · VLSI 2026 発表 · → daily
- 2026-04-22 ·
narrative · 进入 AI 供应链深度 · → daily
- 2026-04-20 ·
forecast · DDR4 制造 · → daily
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