美股半導體集中討論區 III

有冇人有睇隻CREE？
有冇高見？

成長股
第三代半導體
建議allin

Soxx 4個月先升得10%
係咪半導體收皮啦？

個管理層鳩鳩地。幾年前話賣晒啲晶片業務要 focus 係 led, 結果唔批賣唔到。上年又變左賣晒啲led業務要 focus 係晶片

台積同三星做左20大公司，好難再大升，睇其他公司有冇能力上

其實股票咁先正常

指數每年1倍俾你好無

去澳門有機會1000%

The third person, from a TSMC supplier involved in the Arizona project, said TSMC had told them the plan was to build a total of six fabs over the next three years.

https://www.reuters.com/article/us-tsmc-usa/chipmaker-tsmc-eyeing-expansion-of-planned-arizona-plant-sources-idUSKBN2CL0QS

已經無乜好消息令到佢升。啲幾年後既野。講黎都唔識郁

Supply has been a topic since 2019, really since the end of 2018. Intel continues to increase our capacity by two fold over those years. We’re continuing to build more and more, amd we’re continuing to increase our investments in CapEx as you heard Pat talk about. The real thing here is that demand continues to be strong and with COVID and the pandemic it has gotten even stronger.


But what we’re now seeing is that there are new industry and ecosystem challenges where the rest of the component ecosystem can’t keep up. Whether it’s Wi-Fi components, substrates, panels, those are now kind of the bottleneck to the next level of explosive growth. So you might be able to find a CPU, but you may not be able to find a panel, or a battery, or some other component to actually be able to finish that kit.


https://www.anandtech.com/show/16657/intels-chief-revenue-officer-we-have-silicon-but-shortages-in-wifi-substrates-panels

澳門一分鐘100%

老實講你咁嘅投資心態買咩都收皮

我只係唔明半導近年賺咁多都升咁少

其實已經升咗好多囉喎，2018年5月SOX大約係1300點，而家已經講緊3000點，你成個行業revenue而家比起18年都仲係低，咁都算少？

82買左amd 買完未升過

asml

舊年升得太多，好難再爆升

不過台積電呢啲雖然已經到頂，但都唔好咁樣跌啦

又逼害我

我見啲Blockchain股都跌到仆街
唔知關唔關事