因中国对日本实施出口管制导致WF₆供应链中断，Foosung被视为潜在的重大受益者，其主要客户包括SK海力士、三星和台积电。作者暗示Foosung作为供应链瓶颈的地位可能进一步强化
因中国对日本实施出口管制导致WF₆供应链中断，Foosung被视为潜在的重大受益者，其主要客户包括SK海力士、三星和台积电。作者暗示Foosung作为供应链瓶颈的地位可能进一步强化。
“Okay my fellow Koreans, it's been awhile. Foosung (093370, ~$1.2B MC) looks like a massive beneficiary soon. Basically China export controlled Japan, causing their WF₆ supply chain to go down. Meaning 25% of the world's supply required for SK Hynix, Samsung, $TSM go bye bye. If you remember the Straight of Homuz with Oil, that's a lot. Foosung's importance just shot through the roof given from some est. they're 10% of the supply chain? So that number goes up, massive bottleneck for demand. Then this looks like the best pure play beneficiary outside of China (even if precursors pricing are rough). Don't have positions, just wanted to publish an idea.”原帖：X / @aleabitoreddit ↗