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NVIDIA's Q4 Earnings Blowout: Buy, sell or hold?
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Weekend slow reading: Nvidia's “Seven Heroes” lead the way, the tech giants that shape the future

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美投365 joined discussion · Mar 4 23:32
Xiaobian said:
In this “cooked food” era, articles only read titles and abstracts, and short videos are just a passing of the norm. We hope to go through this small topic over the weekend to bring you some articles that you will need to take time to read. We don't give advice on whether to buy or sell? We just display all the information and data as much and comprehensively as possible in front of our readers, making our own judgments about being bullish or bearish.
Raw material suppliers: High-purity silicon wafers and various chemicals and gases are required to manufacture GPUs and other semiconductor products. These raw materials are usually supplied by global chemical companies.
Packaging and testing service providers: Although chip manufacturing is outsourced, packaging and testing are also an important part of the semiconductor production process. Nvidia works with companies that specialize in providing these services to ensure their products meet the highest standards.
Competitive advantage: Intel's main strength lies in its strong position in the CPU market and broad customer base. By integrating GPUs, Intel can provide a one-stop computing solution for a large number of PC users. At the same time, Intel's huge investment in manufacturing capabilities and R&D resources has also supported the development of its GPU products.
3. Apple (Apple) Competitive field: Although Apple does not directly compete with Nvidia in the traditional GPU market, the M-series chips developed by Apple integrate high-performance GPUs, which poses a potential challenge for Nvidia in certain market segments. Apple's chips are mainly used in its own Mac computers and iPads to provide excellent graphics processing performance.
Competitive advantage: Apple's main advantage is its fully controlled hardware and software ecosystem, which enables deep optimization of chips, operating systems, and applications. This provides users with a smooth experience and an efficient energy ratio, especially for graphics-intensive applications and games.
Comprehensive competitive analysis
Weekend slow reading: Nvidia's “Seven Heroes” lead the way, the tech giants that shape the future
Although Nvidia has a technological lead in the GPU market, AMD and Intel compete strongly in terms of cost performance and integrated solutions, and Apple's vertical integration model also provides an advantage for its own platform. Nvidia needs to continue to invest in R&D, drive technological innovation, and expand its presence in emerging markets such as data centers, artificial intelligence, and autonomous driving to maintain its competitiveness and market leadership.
All in all, Nvidia's stock performance, market and competitive position, future outlook, and contributions to society and the environment all together portray the image of a company that not only leads technology, but also takes a leading role in social responsibility. As technology continues to advance and the market continues to expand, Nvidia's future development is still full of potential and opportunity. In this era of rapid change, Nvidia is like a ship sailing to the future, with Hwang In-hoon at the helm and sailing to a more brilliant future.
Related reading:Biography: Huang Renxun, computing power is a right
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