2025 年夏季半导体材料投资策略-Mid Small CapManufacturer Japan Summer 2025 Investment Strategy for Semi Materials
2025-07-29 02:30
July 28, 2025 12:25 PM GMT Mid Small Cap/Manufacturer | Japan Summer 2025 Investment Strategy for Semi Materials Earnings at gen AI related semiconductor and packaging materials firms look strong. However, excluding price revisions, we can't expect rapid earnings growth for materials companies, which rely on actual demand; careful trading around results is necessary to improve performance. We highlight Fuso Chemical (mid/long-term sales growth, lower amortization expense). Key Takeaways Share price outlook ...