上年Q2因為疫情 demand爆升
今年Q2 recover返Q1跌幅都ok
我估係expectations太高先跌到咁
即係SOXL又準備每季一次嘅特價
美股半導體集中討論區 III
路易四四一十六
1001 回覆
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2 Dislike
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其實data centre YoY -6% 算係咁
上年Q2因為疫情 demand爆升
今年Q2 recover返Q1跌幅都ok
我估係expectations太高先跌到咁
即係SOXL又準備每季一次嘅特價
上年Q2因為疫情 demand爆升
今年Q2 recover返Q1跌幅都ok
我估係expectations太高先跌到咁
即係SOXL又準備每季一次嘅特價
忍到下星期先入手
Intel搞笑
INTEL…
ASML 想做世一？
Soxx 變condom?
點解soxq仲多過soxl
soxq唔係3倍，成份股又唔差太遠
soxq唔係3倍，成份股又唔差太遠
xq係反向
Soxq係尋晚收市一分鐘殺咗落去
開市升番姐
開市升番姐
因為invesco on9成日跟甩
第二朝開市價要加返個差價
第二朝開市價要加返個差價
咁跟甩果時咪買得
yes
SOXQ
SOXX
準備月供SOXL 每月入100股
AMKR
Record net sales $1.41 billion, up 20% year-on-year
Gross margin 19.4%, operating income margin 11.0%
Record second quarter net income $126 million, record second quarter earnings per diluted share $0.51
Record net sales $1.41 billion, up 20% year-on-year
Gross margin 19.4%, operating income margin 11.0%
Record second quarter net income $126 million, record second quarter earnings per diluted share $0.51
Two breakthrough process technologies: RibbonFET, Intel’s first new transistor architecture in more than a decade, and PowerVia, an industry-first for backside power delivery.
Continued leadership in advanced 3D packaging innovations with Foveros Omni and Foveros Direct.
New node naming to create consistent framework, more accurate view of process nodes for customers and the industry as Intel enters the angstrom era of semiconductors.
https://www.intc.com/news-events/press-releases/detail/1486/intel-accelerates-process-and-packaging-innovations
Continued leadership in advanced 3D packaging innovations with Foveros Omni and Foveros Direct.
New node naming to create consistent framework, more accurate view of process nodes for customers and the industry as Intel enters the angstrom era of semiconductors.
https://www.intc.com/news-events/press-releases/detail/1486/intel-accelerates-process-and-packaging-innovations
Intel process node改名
10nm enhanced superfin -> Intel 7
7nm -> Intel 4
7nm+ -> Intel 3
5nm GAAFET -> Intel 20A (1Å=0.1nm)
10nm enhanced superfin -> Intel 7
7nm -> Intel 4
7nm+ -> Intel 3
5nm GAAFET -> Intel 20A (1Å=0.1nm)
Amazon AWS first customer to use Intel packaging
Qualcomm first customer to use Intel 20A (3nm)
Qualcomm first customer to use Intel 20A (3nm)
即係改名廢事俾人笑擠牙膏
其實改名係時間問題
而家幾多nm係純粹marketing term，冇乜參考價值
其他廠特別係Samsung，出一個half node都要話自己減咗1-2nm
Samsung個8nm transistor density大概係Intel 14nm同10nm之間，所以點解Nvidia 30系卡咁Q熱
而家幾多nm係純粹marketing term，冇乜參考價值
其他廠特別係Samsung，出一個half node都要話自己減咗1-2nm
Samsung個8nm transistor density大概係Intel 14nm同10nm之間，所以點解Nvidia 30系卡咁Q熱
仲有S888 既Samsung 5nm 好唔過TSM 既S865 7nm
QS888 真係幾搞笑
