中文翻译
@northyvt 我觉得除了 $AMD 之外，$TSM 和 OSAT / 先进封装合作伙伴会是主要受益者？ 也许 $AMAT、$LRCX、$KLAC、$ASML 以及其他公司也会受益？ $INTC 也有他们最近回购回来的自有工厂，所以也挺开心的。
· 供应链分析
AMD 之外的主要受益者
涉及标的： $AMAT$AMD$ASML$INTC$KLAC$LRCX$TSM
英文原文
@northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD? Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too? $INTC also have their own fabs that they bought back recently so it's happy.