美股半導體集中討論區 II
路易四四一十六
1001 回覆
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2 Dislike
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有
有個on9仔同我講話俄羅斯有emp武器
可以輕鬆毀滅成個產業
可以輕鬆毀滅成個產業
MILPITAS, Calif., April 14, 2021 — Worldwide sales of semiconductor manufacturing equipment surged 19% from $59.8 billion in 2019 to a new all-time high of $71.2 billion in 2020. For the first time, China claimed the largest market for new semiconductor equipment with sales growth of 39% to $18.72 billion. Sales in Taiwan, the second-largest equipment market, remained flat in 2020 with sales of $17.15 billion after showing strong growth in 2019. Korea registered 61% growth to $16.08 billion to maintain the third position. Annual spending also increased 21% in Japan and 16% in Europe as both regions are recovering from the contraction in 2019. Receipts in North America decreased 20% in 2020 following three years of consecutive growth.
Global sales of wafer processing equipment rose 19% in 2020, while other front-end segment sales grew 4%. Assembly and packaging showed strong growth across all regions, resulting in a 34% market increase in 2020, while total test equipment sales increased 20%.
Global sales of wafer processing equipment rose 19% in 2020, while other front-end segment sales grew 4%. Assembly and packaging showed strong growth across all regions, resulting in a 34% market increase in 2020, while total test equipment sales increased 20%.
2021 APR week 2 performance (9/4 - 16/4)
費城半導體指數 (SOX) : -1.26%
連登半導體指數 (LISI) : -0.64%
費城半導體指數 (SOX) : -1.26%
連登半導體指數 (LISI) : -0.64%
Semiconductor Equipment Industry Revenue from 1999 to 2020
UK invokes national security to investigate Nvidia's ARM deal
Digital minister Oliver Dowden said he had issued a so-called intervention notice over the sale of ARM by Japan's SoftBank (9984.T) to Nvidia.
"As a next step and to help me gather the relevant information, the UK's independent competition authority will now prepare a report on the implications of the transaction, which will help inform any further decisions," he said
https://www.reuters.com/world/uk/uk-intervenes-nvidias-takeover-arm-national-security-grounds-2021-04-19/
Digital minister Oliver Dowden said he had issued a so-called intervention notice over the sale of ARM by Japan's SoftBank (9984.T) to Nvidia.
"As a next step and to help me gather the relevant information, the UK's independent competition authority will now prepare a report on the implications of the transaction, which will help inform any further decisions," he said
https://www.reuters.com/world/uk/uk-intervenes-nvidias-takeover-arm-national-security-grounds-2021-04-19/
19/4
費城半導體指數 (SOX)
股價 3171.00 漲跌 ▼-82.08 漲幅 -2.52%
連登半導體指數 (LISI)
股價 1025.56 漲跌 ▼-26.08 漲幅 -2.48%
費城半導體指數 (SOX)
股價 3171.00 漲跌 ▼-82.08 漲幅 -2.52%
連登半導體指數 (LISI)
股價 1025.56 漲跌 ▼-26.08 漲幅 -2.48%
又逼害我n
牙木賣咗80,000股
又俾人逼害
又俾人逼害
20/4
費城半導體指數 (SOX)
股價 3121.43 漲跌 ▼-49.56 漲幅 -1.56%
連登半導體指數 (LISI)
股價 1012.45 漲跌 ▼-13 12 漲幅 -1.28%
費城半導體指數 (SOX)
股價 3121.43 漲跌 ▼-49.56 漲幅 -1.56%
連登半導體指數 (LISI)
股價 1012.45 漲跌 ▼-13 12 漲幅 -1.28%
Nvidia創新高佢rebalance姐
其他growth stock又跌
其他growth stock又跌
ASML Holding (NASDAQ:ASML): Q1 GAAP EPS of €3.21 beats by €0.62.
Revenue of €4.36B (+2.6% Y/Y) beats by €330M.
Gross margin of 53.9%; net bookings of €4.7B
Revenue of €4.36B (+2.6% Y/Y) beats by €330M.
Gross margin of 53.9%; net bookings of €4.7B
電腦大爆升！
SOXL最後上火箭機會！
SOXL最後上火箭機會！
真唔錯，不過我覺得都係justify唔到個估值
乜鳩..
上啊
今以上艾斯摩爾
如果呢兩年keep到呢個增幅
個估值冇問題
個估值冇問題
21/4
費城半導體指數 (SOX)
股價 3207.25 漲跌 ▲85.82 漲幅 +2.75%
連登半導體指數 (LISI)
股價 1040.33 漲跌 ▲27.89 漲幅 +2.75%
費城半導體指數 (SOX)
股價 3207.25 漲跌 ▲85.82 漲幅 +2.75%
連登半導體指數 (LISI)
股價 1040.33 漲跌 ▲27.89 漲幅 +2.75%
😅
痾煙
次次出完都跌架啦
準備定啲cash買仲好
準備定啲cash買仲好
同nvda差唔多價，一個護城河，一個AI 霸主兩個都想買，但無錢
兩個都想買，但無錢