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$TTMI · 海外大V持仓追踪

AI 把海外大 V 的公开帖整理成中文：$TTMI 被累计提及 4 次，本周态度 未表态，其他。数据每日更新。

$TTMI 现在是什么情况？

所属板块其他
本周态度未表态
今日态度未表态
累计提及4 次
近7/28/90日提及0 / 0 / 1
最新价—
今日 / 本周涨幅— / —
首次提及以来涨幅—
首次 / 最近提及2025-12-01 → 2026-07-20

最近有人说了 $TTMI 什么？

下面是最近 4 条提及 $TTMI 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

  • 2026-07-20中性
    供应链瓶颈交期最新更新： - ABF载板：1年 / 例如味之素(2802)供应ABF薄膜，揖斐电、欣兴电子、南亚电路板等负责载板制造 - HDI板：6个月以上 / 胜宏科技(300476)、臻鼎科技(4958)、欣兴电子、华通电脑(2313)、Meiko电子(6787) - 多层板：约6个月 / 胜宏科技、沪电股份(002463)、$TTMI、金像电子(2368) - 覆铜板CCL：6个月以上（原材料严重短缺） / 台光电子(2383)、生益科技(600183)、台燿科技(6274)、联茂电子(6213)、南亚塑胶(1303)、Resonac(4004) 三井金属(5706) / HVLP铜箔；日东纺 / 玻纤布 - MLCC、晶片电阻、钽电容、铝电解电容：15-20周到1年以上 MLCC：村田(6981)、三星电机、TDK(6762)、太阳诱电(6976)、国巨(2327)、华新科(2492) 晶片电阻：国巨、华新科、KOA(6999)、罗姆(6963)以及$VSH 钽电容：京瓷/AVX、国巨/基美(KEMET)，还是$VSH 铝电解电容：日本贵弥功(6997)、尼吉康(6996) 交期数据来自Digitimes，我加了相关公司名字方便对照。 不过实际情况更复杂一些，因为MLCC等品类里商品级和AI数据中心用的会混在一起。
    查看原帖 →
  • 2026-03-26看多原文
    So if you care about the second optical transicever bottleneck outside of EML/CW Lasers: - $SANM (US) - $TTMI (US) - WUS Printed Circuit (TPE: 2316) - Unimicron (TPE: 3037) - Zhen Ding Tech (TPE: 4958) - Gold Circuit Electronics (TPE: 2368) Were winners for the optical transceiver PCB bottleneck. There's some downstream players like FIC Global that benefits, not so much as a Fab but assembly. Others like Unimicron are likely too large with other segments like ABF substrates to feel much of a difference. US plays are more-so from reshoring to US supply chains, even though Chinese and Taiwanese players were main beneficaries. $AVGO quote: "Both Taiwanese and Chinese PCB suppliers are facing capacity limits, contributing to the delays, Ramachandran said, without naming the suppliers." I have no open long positions in any of these right now. I could be wrong, but I felt laser chokepoints ( $LITE, $SIVE, $MTSI, $COHR, Sumitomo) in optical supply chains to be much more compelling for structural re-rating.
    查看原帖 →
  • 2026-01-23看空原文
    US, but I travel around a lot. $IBKR has access to most markets. That being said there are similar US plays like $TTMI (up 267% 1Y) for similar exposure if you want to avoid foreign fees but obviously not quite the same. Also I talk about a lot of things, there's tons of other opportunities out there
    查看原帖 →
  • 2025-12-01看多原文
    Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broadcom [ $AVGO ]: co-designs and implements Google’s TPU ASICs [Critical/High] Semiconductor Fab: - #1 Taiwan Semi [ $TSM ]: TPUv7 is fabbed at TSMC 3nm - #2 Samsung Electronics: Secondary memory & foundry partner [Critical/High] Memory: - #1 SK Hynix: HBM3E for TPUv7 Ironwood - #2 Samsung Electronics: ~TPUv7-specific reporting emphasizes SK hynix + Samsung. [High] Optical Networking: - Lumentum [ $LITE ]: Google uses extensively uses Optical Circuit Switching (OCS) - Coherent [ $COHR ]: OCS player but weaker [High] Power Management ICs: - Monolithic [ $MPWR ]: This is speculative that Vicor will be replaced by $MPWR, from earnings mentioning TPU [Medium] Thermal Management: - Vertiv [ $VRT ]: Vertiv supplies the CDUs that act as the heart of the liquid cooling system, pumping coolant to the cold plates on the TPU chips - Modine [ $MOD ]: More speculative that they provide provides the massive chillers and air handling units (AHUs) [Medium] Interconnects: - TTM Technologies [ $TTMI ], $ANET, Unimicron, Ibiden ______ The buildout of the Google TPU v7 "Ironwood" represents the construction of a parallel silicon ecosystem designed to break the monopoly of $NVDA GPU. The material impact is most concentrated in Broadcom (as the silicon architect and commercial vehicle), the Memory Complex (SK Hynix/Samsung), and the Optical/Power sectors (Lumentum/Vertiv) and was created from public evidence but is largely dependent on adoption, vendor shares, and competitive responses actually play out. From this supply chain research, I'm initiating a new position in $LITE, in the event the TPU becomes the dominant ASIC for inference. Lumentum is primary beneficiary of Google’s commitment to OCS and form the core of the "Apollo" OCS switches used in TPU pods. The ramping of TPU v7 clusters translates directly to unit volume for Lumentum’s optical switch modules. And because OCS is a bespoke architecture unique to Google’s hyperscale approach, Lumentum faces less commoditization pressure here than in the standard transceiver market. However all companies in this supply chain are set to benefit if the TPU v7 scales up from Anthropic, Meta, Apple, and others buying the $GOOGL ASIC.
    查看原帖 →

去哪看 $TTMI 的完整时间线？

全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

进入持仓雷达，看 $TTMI 完整动态 →

常见问题

$TTMI 为什么会出现在 AI 供应链追踪名单里？

$TTMI 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 4 次，归类在「其他」板块。首次提及时间是 2025-12-01。

海外大 V 最近怎么看 $TTMI？

最近 7 天 $TTMI 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。

$TTMI 这一页的数据多久更新一次？

每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。

Serenity 持仓雷达对 $TTMI 的看法算投资建议吗？

不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。

本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-09-04。