boomza
參與了投票
$台積電 (TSM.US)$ $英特爾 (INTC.US)$ 台積公司在英特爾失敗的地方表現出色,並在過去十年中奪走了其美國對手鑄造業務的領導地位。台積公司在自己的遊戲中設法比英特爾競爭,並從持續的芯片短缺危機中顯著受益。
已翻譯
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boomza
讚了
$美國超微公司 (AMD.US)$ $英偉達 (NVDA.US)$ $阿爾法和歐米伽半導體 (AOSL.US)$
除外,所有其他半導體 $台積電 (TSM.US)$今天被垃圾丟了。可能對沖基金正在切換或空頭
除外,所有其他半導體 $台積電 (TSM.US)$今天被垃圾丟了。可能對沖基金正在切換或空頭
已翻譯
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boomza
讚了
Chip firm Advanced Micro Devices will acquire about $2.1 billion of silicon wafers from GlobalFoundries from 2022 through 2025 in an amended agreement, according to a regulatory filing on Thursday.
$美國超微公司 (AMD.US)$ had agreed to buy $1.6 billion worth of chips between 2022 and 2024, according to a filing with the U.S. Securities and Exchange Commission in May. Wafers are the large discs of silicon on which computer chips are made.
GlobalFoundries was created when AMD spun off its chip factory operations in 2009 and has supplied AMD since then. However, GlobalFoundries in 2018 decided to quit pursuing leading edge chipmaking technologies.
Since then, AMD has turned to Taiwan Semiconductor Manufacturing Co to supply the most critical sections of its computer processors called “chiplets.” Even though TSMC has become its primary supplier, AMD still relies on some components from GlobalFoundries to tie its chips together.
$英特爾 (INTC.US)$ $英偉達 (NVDA.US)$ $台積電 (TSM.US)$
$美國超微公司 (AMD.US)$ had agreed to buy $1.6 billion worth of chips between 2022 and 2024, according to a filing with the U.S. Securities and Exchange Commission in May. Wafers are the large discs of silicon on which computer chips are made.
GlobalFoundries was created when AMD spun off its chip factory operations in 2009 and has supplied AMD since then. However, GlobalFoundries in 2018 decided to quit pursuing leading edge chipmaking technologies.
Since then, AMD has turned to Taiwan Semiconductor Manufacturing Co to supply the most critical sections of its computer processors called “chiplets.” Even though TSMC has become its primary supplier, AMD still relies on some components from GlobalFoundries to tie its chips together.
$英特爾 (INTC.US)$ $英偉達 (NVDA.US)$ $台積電 (TSM.US)$
![AMD amends GlobalFoundries deal, will buy $2.1 bln worth of wafers](https://ussnsimg.moomoo.com/1640314474679-70040946-android-org.png/thumb)
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$鏗騰電子 (CDNS.US)$ fav stock
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boomza
讚了
I think it is important to not follow buying tips from others so easily as I really will end up feeling regret buying the stocks without DD. Need to have my own plan and decision instead.
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boomza
讚了
$美光科技 (MU.US)$ Micron Technology Inc (NASDAQ:MU) announced earnings per share of $2.16 on revenue of $7.69 billion. Analysts anticipated EPS of $2.10 on revenue of $7.68 billion.
Looking ahead, the company sees revenue for the next quarter coming in at between $7.3 billion to $7.7 billion, with EPS coming in between $1.85 and $2.05.
The company did well despite all the worries. Shares are up ~6.5% in after hours. Do you expect this to drag AMD and NVDA up tomorrow?
Looking ahead, the company sees revenue for the next quarter coming in at between $7.3 billion to $7.7 billion, with EPS coming in between $1.85 and $2.05.
The company did well despite all the worries. Shares are up ~6.5% in after hours. Do you expect this to drag AMD and NVDA up tomorrow?
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boomza
讚了