The Analysts

Call · @cheemschina · #173 on the leaderboard

@cheemschina

@cheemschina · Tue, Aug 25

assume@CheemsChina
台积电干了一件以前不可能的事：把CoWoS先进封装的后段订单，外包给了英特尔。 8月18日台湾经济日报率先报道，部分CoWoS后段订单已外溢至英特尔马来西亚工厂，以产能合作方式服务双方共同的大客户。产业链普遍猜测，这个共同客户就是英伟达。
10d agoview on X ↗

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Read as

Mentions INTC, Mentions TSM · Low confidence

Confidence

Low0.62

Counted from

Wed, Aug 26 · market close

Rank since this call

#323 → #173 · 7 scored days

#323

Aug 28

#322

Aug 29

#320

Aug 30

#166

Aug 31

#176

Sep 1

#112

Sep 2

#173

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.