MACRONIX · Serenity 持续观点

Serenity @aleabitoreddit

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专注 AI 光通信与半导体供应链研究，擅长从产业链与公司基本面寻找高赔率机会。长期跟踪 CPO 与光模块产业链，持续输出 SIVE、AAOI、LITE、POET 等标的的深度观点。

结论速览

MACRONIX 整体偏多（看多 1 · 看空 0）

旺宏电子收入强劲增长，并指出SLC NAND、eMMC和NOR市场依然紧张。

最近发言：2026/09/08 07:56 · 无信心分

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历史观点（1 条，最新在上）

2026/09/08 07:56UTC看多跳转 X 原文 →
English · 原文
So $INTC is raising PC CPU prices by 10% apparently in October per Digitimes, which I think markets might appreciate. The legacy memory trade also just going brrr from August revenues: -> ESMT revenue up ~+605% Y/Y, 16.4% M/M Which is interesting given gross margins also rising tremendously too. -> Etron revenue up +525% Y/Y, +6.4% M/M Chairman says he sees growth momentum in memory to extend through 2028 or longer, potentially 2030. (which is very positive read through for ESMT given what Etron sells) *own ESMT/Etron -> Winbond revenue up +289.43% Y/Y, up 2% M/M Their president says memory supply and demand are expected to be even tighter in 2027 than in 2026. -> Macronix revenue up +218.5% Y/Y, +5.4% M/M Says SLC NAND, eMMC, NOR remain tight (kinda known there). So... if you think your 80%-100% type revenue growth players are insane. Check out legacy memory (operating income is even more hilarious). There's a few more where ~ modeled forward P/E values of like 2-3 from my estimates. I personally find the theme a better value investing type idea than your 16 P/E no-growth dividend companies.
2026/09/08 07:56UTC看多跳转 X 原文 →
中文 · 翻译
那么，$INTC 似乎将在10月份根据Digitimes的报道，将PC CPU价格上调10%，我觉得市场可能会喜欢这个消息。传统存储芯片板块也刚刚从8月份的营收数据炸了锅： → $ESMT 营收同比大约增长 +605%，环比增长 16.4% 考虑到毛利率也同步大幅

在其他光模块产业链标的上也有持续观点

MACRONIX 之外，以下标的同样收录于其观点库：

$SIVE · 251 条观点 $NVDA · 148 条观点 $AAOI · 138 条观点

全部跟踪标的 →机构、内部人士与国会议员持仓动态 →

历史观点（1 条，最新在上）

2026/09/08 07:56UTC看多跳转 X 原文 →

English · 原文

So $INTC is raising PC CPU prices by 10% apparently in October per Digitimes, which I think markets might appreciate. The legacy memory trade also just going brrr from August revenues: -> ESMT revenue up ~+605% Y/Y, 16.4% M/M Which is interesting given gross margins also rising tremendously too. -> Etron revenue up +525% Y/Y, +6.4% M/M Chairman says he sees growth momentum in memory to extend through 2028 or longer, potentially 2030. (which is very positive read through for ESMT given what Etron sells) *own ESMT/Etron -> Winbond revenue up +289.43% Y/Y, up 2% M/M Their president says memory supply and demand are expected to be even tighter in 2027 than in 2026. -> Macronix revenue up +218.5% Y/Y, +5.4% M/M Says SLC NAND, eMMC, NOR remain tight (kinda known there). So... if you think your 80%-100% type revenue growth players are insane. Check out legacy memory (operating income is even more hilarious). There's a few more where ~ modeled forward P/E values of like 2-3 from my estimates. I personally find the theme a better value investing type idea than your 16 P/E no-growth dividend companies.

2026/09/08 07:56UTC看多跳转 X 原文 →

中文 · 翻译

那么，$INTC 似乎将在10月份根据Digitimes的报道，将PC CPU价格上调10%，我觉得市场可能会喜欢这个消息。传统存储芯片板块也刚刚从8月份的营收数据炸了锅： → $ESMT 营收同比大约增长 +605%，环比增长 16.4% 考虑到毛利率也同步大幅