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This event is to help mooers learn more about the differences among companies and industries, uncover hidden investment opportunities, and better navigate the market.
Malaysia has established itself as a competitive global electronics hub, as evidenced by the recent influx of investments from electronics multinationals. These large-scale projects are expected to generate employment opportunities, boost manufacturing exports, and enhan...
Malaysia has established itself as a competitive global electronics hub, as evidenced by the recent influx of investments from electronics multinationals. These large-scale projects are expected to generate employment opportunities, boost manufacturing exports, and enhan...
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Event Description:
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Startups live on growth, which indicates a great product. One of the most important tasks for a founder is to make sure the company builds a great product. One way you know when this is working, is that you'll get growth by word of mouth"— Sam Altman, the CEO of OpenAI...
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Startups live on growth, which indicates a great product. One of the most important tasks for a founder is to make sure the company builds a great product. One way you know when this is working, is that you'll get growth by word of mouth"— Sam Altman, the CEO of OpenAI...
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Columns GPU Notebook
Let's break down the downstream applications of GPUs one by one:
First, in the GPUs used in computers, the traditional CPU giant Intel dominates over 70% of the integrated GPU market. This is because this type of GPU is integrated with the CPU, giving Intel a natural advantage. As for discrete GPUs, Nvidia occupies over 70% of the market share, with the remaining 30% being held by AMD.
Secondly, in the GPU field used in mobile phones, chip manufacturers generally integrate CPUs, GPUs, and storage chips into a highly integrated SOC chip for space-saving purposes. The major suppliers of GPUs in this field are Qualcomm and Apple, which together hold over 60% of the global market share.
Thirdly, in the server GPU field, Nvidia dominates with over 96% of the global market share, almost complete monopoly, with the remaining 4% market share held by AMD.
Fourthly, in the field of autonomous driving, because it is still in the early stage of technological development, there are many market participants. However, three representative companies have emerged, namely Nvidia, Tesla, and Mobileye, which is a subsidiary of Intel. Here, we have to mention Tesla, which has a vertical integration layout from underlying technology to core components and complete product to form a complete industry chain. This is the true integration of technology and manufacturing, and this thinking and layout are worth learning for domestic new forces.
First, in the GPUs used in computers, the traditional CPU giant Intel dominates over 70% of the integrated GPU market. This is because this type of GPU is integrated with the CPU, giving Intel a natural advantage. As for discrete GPUs, Nvidia occupies over 70% of the market share, with the remaining 30% being held by AMD.
Secondly, in the GPU field used in mobile phones, chip manufacturers generally integrate CPUs, GPUs, and storage chips into a highly integrated SOC chip for space-saving purposes. The major suppliers of GPUs in this field are Qualcomm and Apple, which together hold over 60% of the global market share.
Thirdly, in the server GPU field, Nvidia dominates with over 96% of the global market share, almost complete monopoly, with the remaining 4% market share held by AMD.
Fourthly, in the field of autonomous driving, because it is still in the early stage of technological development, there are many market participants. However, three representative companies have emerged, namely Nvidia, Tesla, and Mobileye, which is a subsidiary of Intel. Here, we have to mention Tesla, which has a vertical integration layout from underlying technology to core components and complete product to form a complete industry chain. This is the true integration of technology and manufacturing, and this thinking and layout are worth learning for domestic new forces.
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Spoiler:
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on the moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Make Your Choices
Buzzing Stocks List & Mooers Comments
Here we at the second week of February. The stock market was like taking a small...
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on the moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Make Your Choices
Buzzing Stocks List & Mooers Comments
Here we at the second week of February. The stock market was like taking a small...
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舍得BCD
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Bill Gates believes ChatGPT, a chatbot that gives human-like responses to user queries, is as significant as the PC and the Internet, two major tech evolutions that happened in the past. Without further ado, let’s dive into companies that may lead or gain from this trend.
Case 1:
Despite the short-term headwinds and sell-offs in the semiconductor industry, the company is expected by analysts to be a winner from ChatGPT Hype with growing demand and a long runway....
Case 1:
Despite the short-term headwinds and sell-offs in the semiconductor industry, the company is expected by analysts to be a winner from ChatGPT Hype with growing demand and a long runway....
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舍得BCD : Congratulations on making money