Goldman Sachs Sell-side卖方

Taiwan CCL July revenue trending much better than our bullish estimate on high end CCL players, with solid pricing uptrend

Aug 6, 20269 pages页

From the report报告摘录<Revenue Beat & Pricing Momentum>: EMC/TUC exceeded July revenue estimates (+8%/+22% MoM, +21%/+98% YoY) with AI-driven demand (EMC) and M7-grade CCL pricing (TUC); Q3 guidance raised (EMC: +22% QoQ, TUC: +144% YoY).

Read the full report + PDF阅读全文与 PDF

The full summary (5 key points) and the original Goldman Sachs PDF are for MastermindX Pro members. 完整摘要（5 个要点）与 Goldman Sachs 原始 PDF 为 MastermindX Pro 会员专享。

Read on MastermindX前往 MastermindX 阅读

Related institutional research相关机构研报

Not investment advice. MastermindX hosts third-party institutional research for reference and education; ratings and views are the authors', not ours. Browse the full Research Vault → 非投资建议。MastermindX 仅收录第三方机构研究，供参考与学习；其中评级与观点均属作者本人。浏览完整研报库 →