美股半導體集中討論區 II

QCOM 盤後都急跌

Shares of Qualcomm (NASDAQ:QCOM) fell in after-market trading after the company reported Q1 results.

Quarterly Results
Earnings per share rose 119.19% year over year to $2.17, which beat the estimate of $2.10.

Revenue of $8.23B up by 62.67% from the same period last year, which missed the estimate of $8.27B.

Looking Ahead
Q2 EPS expected between $1.55 and $1.75.

Q2 revenue expected between $7.2B and $8B

Shares of Qorvo (NASDAQ:QRVO) decreased after the company reported Q3 results.

Quarterly Results
Earnings per share rose 65.59% year over year to $3.08, which beat the estimate of $2.68.

Revenue of $1.095B higher by 26.00% year over year, which beat the estimate of $1.07B

Outlook
Q4 EPS expected to be between $2.42 and $2.42.

Q4 revenue expected to be between $1.025B and $1.055B

穿20ma 又跌返落嚟
有無咁唔穩

所以我都要睇定啲，而家SOX同納指個走勢背離到有啲唔對路，令我諗返起上個禮拜都係噉樣

連登半導體指數 LIHKG Semiconductor Index (LISI)
https://poll.ly/#/G5j7wgD2
好似連指咁打ticker落去投票

QCOM

我啲燈力都幾強下

盤後直插

https://udn.com/news/story/7240/5229843

今年係全個行業爆發年，應該缺貨問題會困擾成年

SPWR算唔算半導體廠？

我諗應該唔算，Finviz擺咗佢喺Solar

大家打ticker麻煩打翻大階英文，睇落去會靚仔啲

成件事on9到暈
舊年q3 fabs已經叫啲客準備個demand反彈
唯獨是係啲車廠冇落單

車廠on9還on9呀

呢加係客戶端話要加錢買貨
真係第一次聽

anyway 8吋缺 唔係呢加的事
同埋都唔太覺電子行業受武肺影響
上年都緊緊地架喇
再rebounce =緊上加緊

刁大大要打仗更加影響


他日intc 彈出來話要分家 然後接出面單
果陣就真係大影響喇

我就覺得INTC都冇乜可能拆廠，你見到INTC今年從來唔洗擔心產能問題就見到渣住間fab嘅好處

應該係供應鏈有啲問題
Nvidia用Samsung都搞到咁

都係舉個例ONLY

可能性有幾多 就另一個問題

佢就CLAIM GDDR6都缺
但我個人來講就唔係好信 6X缺我就比較信
6都缺就奇怪

呢單似係啲記憶體廠夾份一齊加價