Positive (0)
No positive opinions in this period.
3006.TW
Elite Semiconductor Microelectronics Technology Inc. · TradingView
- Last close
- —
- Opinions
- 2
- Sentiment
- Buy 2Sell 0
Price & Opinions
- Positive
- Negative
- Mixed
No price data available.
Opinions on non-trading days appear on the next trading session.
Opinion overview
2026-10-03 – 2026-10-09
Negative (0)
No negative opinions in this period.
So... I think $ESMT has room to cook like masterchef Sandisk. Repeated price hikes, a 3X ASP hike is very material, and it makes ~$111M net income a month on a $2.8B market cap, ~2.1X annualized P/E.
Leading memory players are cutting older-generation allocations, so ESMT is the beneficiary of DDR3/DDR2 shortages; August revenue was ~$249M, up from ~$214M.
