分析師

Winbond Electronics (2344) held a press conference today (6th). Not only did its gross profit margin and earnings per share in the second quarter exceed market expectations, the company also revealed that it is evaluating the introduction of extreme ultraviolet (EUV) equipment and has signed a long-term supply agreement (LTA) for about 50% of its production capacity. Regarding the stock price performance tomorrow (6th)? Two analysts believe that Winbond's fundamentals and long-term layout are indeed bullish, but the short-term stock price still needs to observe the performance of the international memory group and the Korean stock market. If the external market comes under pressure, Taiwan's memory stocks may not be able to be strong alone, and investors must still pay attention to the risk of shock consolidation.