美股半導體集中討論區 II

大家點睇SITM?

Asx??

費城半導體指數 (SOX)
股價 3032.05 漲跌 ▲66.96 漲幅 +2.26%

連登半導體指數 (LISI)
股價 980.80 漲跌 ▲15.34 漲幅 +1.59%

呢2日(上星期5，今日)表現差過soxl

主因係啲台積電
tsm呢兩個交易日升得好慢

Micron is ceasing development of the 3D XPoint, effective immediately.


The company will sell the facility in Lehi, Utah, where the chips were manufactured by the end of 2021.

Micron will shift its resources to accelerating the market introduction of products with Compute Express Link, a new, faster standard for connecting memory to computing chips.


Micron CEO Sanjay Mehrotra:
The need for data center memory innovation has never been greater

Micron is committed to leading innovation to unleash the next generation of data centers

Today’s announcement reflects our focus to invest in high-value solutions for customers that also deliver strong shareholder returns

費城半導體指數 (SOX)
股價 3070.32 漲跌 ▲38.27 漲幅 +1.26%

連登半導體指數 (LISI)
股價 990.27 漲跌 ▲9.53 漲幅 +0.97%

半導體頂起半邊倉

咁咪正 進可攻退可守

似乎得intel會收購美光3D x point業務
但係間廠可以生產其他chips，所以有可能由其他公司收購，再轉型生產其他嘢

費城半導體指數 (SOX)
股價 3107.92 漲跌 ▲37.60 漲幅 +1.22%

連登半導體指數 (LISI)
股價 996.86 漲跌 ▲7.49 漲幅 +0.76%

缺到***話今年未必會有新note
咁誇

出口術姐
三星條晶片產業鍊咁強

SMH 定soxx etf

睇expense ratio同holdings

貪佢重倉TSM

soxl必勝

驚

有無巴有買QCOM

有冇28蚊入soxl撚

我睇好Qcom喺Android手機同iot嘅dominance (77% revenue)
但市場似乎比較關心5G嗰方面 (23% revenue)

收購nuvia對推廣ARM server有好大幫助
但肯定唔會3-5年內會取得成功

我擔心嘅係Samsung未來手機CPU會使用AMD GPU繼而影響snapdragon嘅市場，Qcom啲GPU簡直係差劣

我

SH唔怕 扑暈自己下年實升一倍

3倍