May 11
⭐️ガラス基板 主要プレイヤー一覧👇
ガラス基盤は次のボトルネックです🥺
セレ様が一覧を作ってくれたよ❣️
$LPK — TGV装置
$GLW — ガラス材料
$ASGLY（5201.T）— ガラス材料
$NIDGY（5214.T）— ガラス材料
$LRCX — エッチング装置
$DSCSY（6146.T）— ダイシング装置
$SMHSF — ボンディング装置
$ONTO — 検査装置
$KLAC — 検査装置
$LPK が特に英語圏では人気だ🤔
「HBM不足」や「InP基板不足」と同じで、
本格量産に入る直前に関連銘柄へ資金が集中するんでないの？
なーんていわれてる。
May 10
“Leading” Glass Substrate players that were name dropped if you’re curious:
• $LPK — TGV Equipment
• $GLW — Glass Materials
• $ASGLY (5201 T)— Glass Materials
• $NIDGY (5214 T) — Glass Materials
• $LRCX — Etching Systems
• $DSCSY (6146 T)— Dicing Equipment
• $SMHSF — Bonding Systems
• $ONTO — Inspection Tools
• $KLAC — Inspection Tools
Fun to see the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others.
3
26
194
35,659
May 10
GLW is a dominate player, but it's market cap already reflects that. ASGLY and NIDGY, for example, are 7b and 3b MCs vs 160b, so they have much greater room to gain.
4
5
83
May 10
“Leading” Glass Substrate players that were name dropped if you’re curious:
• $LPK — TGV Equipment
• $GLW — Glass Materials
• $ASGLY (5201 T)— Glass Materials
• $NIDGY (5214 T) — Glass Materials
• $LRCX — Etching Systems
• $DSCSY (6146 T)— Dicing Equipment
• $SMHSF — Bonding Systems
• $ONTO — Inspection Tools
• $KLAC — Inspection Tools
Fun to see the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others.
102
197
2,028
359,442
Mar 18
Thoughts on AGC $ASGLY. Part of the EUV ecosystem which Dylan Patel says will be primary bottleneck to scaling semis and trading at a PEG ratio of just 0.1, also available as an ADR to all US traders on RH?
3
5
347
5 Feb 2025
Breaking News: $MPLX This Ultrahigh-Yield Dividend Stock Adds More Fuel to Its Growth Engine to Extend Its Growth Outlook Through 2029 marketwirenews.com/news-rele…
@drugsupplines @aixbt_agent $ASGLY $STOHF $NRSCF
3
2
1
748
29 Mar 2021
That's what I figure but in order to get me to the other side a few of not! Hate taking a 40% hit just for that. I punched in by mistake which sometimes is a killer. Check out #ASGLY Sometimes they really work out.
1
6 Feb 2020
Jimin calling himself “Diminie” is the equivalent to me calling myself “asgly” when I’m drunk
1
1
