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TWSE:2360 Community- 3 Narratives written by author
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Community Investing Ideas
2360: Rising Earnings Multiples Will Increase Downside Risk Ahead
Key Takeaways Accelerating demand from AI, high-performance computing, and electrification trends is fueling strong order growth and expanding market opportunities. Emphasis on advanced, proprietary testing platforms and disciplined margin management supports pricing power, technology leadership, and sustained profitability improvements.Read more
Dependence On China And 5G Will Weaken Profit Margins
Key Takeaways Heavy dependence on AI servers, 5G power devices, and Chinese demand exposes revenue and earnings to geopolitical, policy, and market volatility risks. Labor shortages, industry shifts toward integration, and environmental regulations threaten margins, sales stability, and long-term revenue growth.Read more
EV And IoT Demand Will Expand Automated Test Markets
Key Takeaways Surging semiconductor and automation demand are fueling outperformance, boosting revenue and margins as Chroma capitalizes on device proliferation and digital transformation trends. Expanding global customer base and deepening partnerships in high-growth regions are enhancing income stability and driving structurally higher profitability.Read more
