#WatchList
📈 我的觀察清單
🔬 半導體設備與計量
前道核心工藝設備:ASML, AMAT, LRCX
製程檢測與計量:KLAC, NVMI
測試設備與探針卡:TER、AEHR(晶圓級測試)、FORM(探針卡)
子系統與關鍵零部件:ACLS(離子注入)、MKSI(雷射與真空系統)、ICHR(流體控制系統)
🏭 半導體製造、封裝與 IC 設計
晶圓代工與 IDM:TSM, GFS, INTC
先進封裝與測試 (OSAT):AMKR
IP 架構與 EDA 軟體:ARM(運算架構)、CDNS(電子設計自動化)
AI 網路與儲存晶片:MRVL(高速連接/光學晶片)、SIMO(快閃記憶體控制晶片)
類比、汽車、工業與射頻晶片:TXN、NXPI、STM、SMTC、SITM(微機電系統時脈)、SYNA(人機介面)
💻 AI 與 雲端資料中心硬體基礎設施 (EMS)
伺服器、儲存與算力租賃:DELL、HPE、NTAP(資料儲存)、PENG(AI 算力架構)、APLD(高效能運算資料中心)
電子製造服務:FLEX, JBL
高頻連接器與印刷電路板 (PCB):APH(連接器)、TTMI(硬質與複合印刷電路板)
高速電源模組:VICR(專精於 AI 處理器的高密度供電)
網路測試與光學技術:VIAV
⚡ 資料中心基礎設施與電網
重型機械與備用電源:CAT(為資料中心提供關鍵的備用柴油發電機組)
液冷與散熱管理:NVT(專精於資料中心電氣保護與冷卻解決方案)
配電與電氣控制系統:POWL(大型電力系統管理)
電網與能源基礎設施:PWR(電網建設與再生能源工程領導者)
高科技基礎設施土木工程:STRL(資料中心選址整備與結構基礎設施)
🚗 自動駕駛與汽車科技
光學雷達 (LiDAR) 技術:AEVA, OUST
汽車渦輪增壓器與超級增壓器:GTX
💵 金融服務與資本市場
投資銀行與資產管理:GS, MS
金融科技與財富管理軟體:SEI
🛸 無人機、消費電子與邊緣硬體
無人機與 FPV 航太科技:UMAC
特殊電子元件與技術服務:Q
📈 MY WATCHLIST
🔬 Semiconductor Equipment & Metrology
* Front-End Core Process Equipment: ASML, AMAT, LRCX
* Process Inspection & Metrology: KLAC, NVMI
* Test Equipment & Probe Cards: TER, AEHR (Wafer-level Testing), FORM (Probe Cards)
* Subsystems & Critical Components: ACLS (Ion Implantation), MKSI (Laser & Vacuum Systems), ICHR (Fluid Control Systems)
🏭 Semiconductor Manufacturing, Packaging, & IC Design
* Foundry & IDM: TSM, GFS, INTC
* Advanced Packaging & Test (OSAT): AMKR
* IP Architecture & EDA Software: ARM (Computing Architecture), CDNS (Electronic Design Automation)
* AI Networking & Storage Chips: MRVL (High-speed Connectivity/Optical Chips), SIMO (Flash Memory Controllers)
* Analog, Automotive, Industrial & RF Chips: TXN, NXPI, STM, SMTC, SITM (MEMS Timing), SYNA (Human-Machine Interface)
💻 AI & Cloud Data Center Hardware Infrastructure (EMS)
* Servers, Storage & Compute Leasing: DELL, HPE, NTAP (Data Storage), PENG (AI Compute Architecture), APLD (High-Performance Computing Data Centers)
* Electronic Manufacturing Services: FLEX, JBL
* High-Frequency Connectors & PCBs: APH (Connectors), TTMI (Rigid & Composite PCBs)
* High-Speed Power Modules: VICR (Specializing in High-Density Power Delivery for AI Processors)
* Network Testing & Optical Tech: VIAV
⚡ Data Center Infrastructure & Power Grid
* Heavy Machinery & Backup Power: CAT (Providing Critical Backup Diesel Generator Sets for Data Centers)
* Liquid Cooling & Thermal Management: NVT (Specializing in Data Center Electrical Protection & Cooling Solutions)
* Power Distribution & Electrical Control Systems: POWL (Large-scale Power System Management)
* Power Grid & Energy Infrastructure: PWR (Leader in Power Grid Construction & Renewable Energy Engineering)
* High-Tech Infrastructure Civil Engineering: STRL (Data Center Site Preparation & Structural Infrastructure)
🚗 Autonomous Driving & Automotive Tech
* LiDAR Technology: AEVA, OUST
* Automotive Turbochargers & Superchargers: GTX
💵 Financial Services & Capital Markets
* Investment Banking & Asset Management: GS, MS
* Fintech & Wealth Management Software: SEI
🛸 Drones, Consumer Electronics & Edge Hardware
* Drones & FPV Aerospace Tech: UMAC
* Specialized Electronic Components & Technical Services: Q