24/5
費城半導體指數 (SOX)
股價 3122.98 漲跌 ▲56.87 漲幅 +1.85%
連登半導體指數 (LISI)
股價 1008.73 漲跌 ▲24.41 漲幅 +2.48%
美股半導體集中討論區 III
路易四四一十六
1001 回覆
16 Like
2 Dislike
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Asml or Amat better
有無人分析到點解amd唔撚升
Amat vs tsm 點睇
咁撚貴
吹到一個double growth都係冇intc一成profit
吹到一個double growth都係冇intc一成profit
Qualcomm (NASDAQ:QCOM) has reportedly reached a six-year capacity commitment deal with UMC (NYSE:UMC) as the Taiwan foundry adds capacity in response to the global chip shortage.
DigiTimes sources say Qualcomm is among a group of eight UMC customers that are helping fund the capacity add through prepayments.
DigiTimes sources say Qualcomm is among a group of eight UMC customers that are helping fund the capacity add through prepayments.
升唔升係華爾街話事
其實TSM本來可以係半導體缺貨到賺大錢
奈何Tsm又唔加價又唔拍賣產能
搞到業績都係慢慢上，並唔似其他代工廠咁靠周期賺大錢
奈何Tsm又唔加價又唔拍賣產能
搞到業績都係慢慢上，並唔似其他代工廠咁靠周期賺大錢
好似有拍賣
果啲係aapl cancel釋出嘅產能
數量應該唔多
數量應該唔多
amat 咩事獨升幾日咁勁
tsm 最大戶係apple?
是
美光咩事
屌你 美光咩事
係咁跌
係咁跌
美光CEO：唔夠SSD controller
Q3 revenue expected to be at or higher than guidance
應該係呢句嘢搞到直插
應該係呢句嘢搞到直插
25/5
費城半導體指數 (SOX)
股價 3134.67 漲跌 ▲11.69 漲幅 +0.37%
連登半導體指數 (LISI)
股價 1014.70 漲跌 ▲5.98 漲幅 +0.59%
費城半導體指數 (SOX)
股價 3134.67 漲跌 ▲11.69 漲幅 +0.37%
連登半導體指數 (LISI)
股價 1014.70 漲跌 ▲5.98 漲幅 +0.59%
跌多d ok?
Nvidia (NASDAQ:NVDA) Q1
Non-GAAP EPS $3.66 beats by $0.38
GAAP EPS $3.03 beats by $0.51
Revenue $5.66B (+83.8% Y/Y) beats by $250M
Non-GAAP EPS $3.66 beats by $0.38
GAAP EPS $3.03 beats by $0.51
Revenue $5.66B (+83.8% Y/Y) beats by $250M
可以升了
通常出完都跌
重點係唔跌點買
重點係唔跌點買
EPS超預期N倍都跌，大戶良心去咗邊