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3661.TW市场: 台股
Alchip Technologies Ltd. · TradingView
- 最新收盘
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观点概览
2026-10-03 – 2026-10-09
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$SNDK: LTAs already 2/3rd of 2028 output. Hard to be a cyclical stock when your revenue/targets are expected to continue 4Y later into 2030. $MRVL should be happier, Nanya should go brrrr, and I own Alchip.
Therefore, in my view, the better CPU bottleneck trade is foundry companies. TSMC's bargaining power grows as wafers tighten and Intel has its own fabs, while AMD is hard to recommend, ARM's smartphone royalties will take a hit, and I doubt GUC can compete.
The stock remains undervalued, trading at below 20x 2026 P/E, making it relatively inexpensive within the AI sector.
