boomza
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$タイワン・セミコンダクター・マニュファクチャリング (TSM.US)$ $インテル (INTC.US)$TSMCは、インテルが失敗した場所で優れており、過去10年間でアメリカのライバル企業から発見事業のリーダーシップを奪取しました。TSMCは自社のゲームでインテルを上回り、持続するチップ不足危機の恩恵を大きく受けることに成功しました。
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boomza
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$アドバンスト マイクロ デバイシズ (AMD.US)$ $エヌビディア (NVDA.US)$ $アルファ アンド オメガ セミコンダクター (AOSL.US)$
全セクターの半導体以外が崩壊した $タイワン・セミコンダクター・マニュファクチャリング (TSM.US)$おそらくヘッジファンドが交換を行っているかショートしている可能性がある
全セクターの半導体以外が崩壊した $タイワン・セミコンダクター・マニュファクチャリング (TSM.US)$おそらくヘッジファンドが交換を行っているかショートしている可能性がある
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boomza
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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.
$アドバンスト マイクロ デバイシズ (AMD.US)$ 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.
$インテル (INTC.US)$ $エヌビディア (NVDA.US)$ $タイワン・セミコンダクター・マニュファクチャリング (TSM.US)$
$アドバンスト マイクロ デバイシズ (AMD.US)$ 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.
$インテル (INTC.US)$ $エヌビディア (NVDA.US)$ $タイワン・セミコンダクター・マニュファクチャリング (TSM.US)$
![AMD amends GlobalFoundries deal, will buy $2.1 bln worth of wafers](https://ussnsimg.moomoo.com/1640314474679-70040946-android-org.png/thumb)
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boomza
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I think it is important to not follow buying tips from others so easily as I really will end up feeling regret buying the stocks without DD. Need to have my own plan and decision instead.
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boomza
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$マイクロン テクノロジー (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 $2.05.
The company did well despite all the worries. Shares are up ~6.5% in after hours. Do you expect this to drag AMD and NVDA up tomorrow?
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boomza
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boomza
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$アリババ・グループ・ホールディング (BABA.US)$利益を得る人もいれば損失を被る人もいます![]()
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