7 月下旬，美國的半導體設備巨頭科林研發（LRCX）發佈最新財報。科林研發的產品是半導體製程的重要設備，其中又以 NAND Flash （快閃記憶體）貢獻營收的比重最高，因此它的營運表現不僅是了解半導體業發展態勢的指標，對於想了解 NAND Flash 擴產進度的投資人來說，更是代表性十足。 我們這集會聊一下： 回顧科林研發第二季的財報 從科林研發財測來看下半年邏輯 IC、DRAM、NAND Flash 發展走勢 美股各大半導體巨頭的未來展望 台灣券商多數看好 NAND Flash下半年表現，但有哪些需要注意的風險？ 想要討論 podcast 的內容可以上臉書搜尋「財報狗智囊團」，我們也會不定期在社團直播 podcast 錄製，大家可以一起來跟我們互動喔！ 更多產業和公司消息，請上財報狗網站：https://statementdog.com/blog
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