美股半導體集中討論區 II

費城半導體指數 (SOX)
股價 3070.94 漲跌 ▼-98.17 漲幅 -3.10%


連登半導體指數 (LISI)
股價 1006.59 漲跌 ▼-31.82 漲幅 -3.06%

台股股價： 2330 (TPE) NT$622.00 +13.00 (+2.13%)

今晚入AMAT !

想買AMD係咪要驗腦

AMD呢隻嘢要等消息先有得上

小注埋伏等消息冇壞嘅

amd喺台積電嘅產能有限
然而佢哋攞一半產能生產冇利潤可言嘅console APU
剩低嗰一半就攞嚟同時挑戰PC、server同GPU 3個領域
我個人就唔睇好amd今年嘅表現

ASML (ASML -3.6%) and SMIC (OTCQX:SMICY), China's largest chipmaker, extend their supply agreement until the end of 2021.

SMIC has already spent $1.2B with the semiconductor equipment company under the agreement, which started in 2018.

ASML says the order relates to deep ultraviolet lithography (DUV), an older chip machine than extreme ultraviolet lithography (EUV).

得唔得架

費城半導體指數 (SOX)
股價 2975.58 漲跌 ▼-95.35 漲幅 -3.10%


連登半導體指數 (LISI)
股價 975.73 漲跌 ▼-30.86 漲幅 -3.07%

輸死了

Shares of Marvell Technology Group (NASDAQ:MRVL) decreased 3.9% in after-market trading after the company reported Q4 results.
Quarterly Results

Earnings per share were up 70.59% over the past year to $0.29, which were in line with the estimate of $0.29.

Revenue of $797,819,000 up by 11.17% year over year, which beat the estimate of $794,320,000.
Outlook

Marvell Sees Q1 2022 Net Revs. $800M +/- 5%
Marvell Sees Q1 2022 Non-GAAP EPS $0.23-$0.31

又一隻半導體ER閪冧

主要都係睇博通

Tsm點睇 都跌得幾勁

其實tsm而家個價仲高過gme第一次搞到股災個價

我自己睇係價值回歸

就算beat晒都唔一定有得升，可以睇下佢嘅難兄難弟Qualcomm

132均價 走定留好

你當初點解買佢？嗰啲原因而家有冇變到？你係為投資定投機？

真
諗清楚嗰原因就會有信念sh

一日跌返哂
好撚野

睇好龍頭大佬同埋護城河闊
不過我新手本唔多 買得10幾股

其實1月到而家TSM都升咗唔少，要記住佢喺全世界最大嘅半導體公司，唔可以攞堆妖股嚟同佢比較

又啱 但個個都吹熊市會大跌