美股半導體集中討論區 III

1001 回覆
16 Like 2 Dislike
2021-07-27 11:29:41
put死美光就啱

SK Hynix said its April-June quarter operating profit rose 38% to 2.7 trillion won ($2.3 billion), as memory chip demand for PCs and other devices surged rapidly and demand from computer server operators recovered.

It was the company's highest quarterly profit since the fourth quarter of 2018, data showed, up from 1.9 trillion won a year earlier, and in line with a Refinitiv Smartestimate of a 2.7 trillion won profit.

Second quarter revenue rose 20% on-year to 10.3 trillion won.


https://www.reuters.com/article/sk-hynix-results-idUSL1N2P22L5
2021-07-27 12:53:49
好心佢改就改好d 改埋做nm 算啦

依家intel 1234567 其他人以為佢仲廢左
2021-07-27 13:05:28
我諗佢地就係知班投資者根本唔識咩叫制程
所以索性改名等你班友自己做fact finding
講transistor density intel根本同tsm差不遠
改埋個良率(for example chiplet)個profit margin完全屌打tsm + amd
2021-07-27 13:07:24
Samsung同台積電不溜都係N7 N8咁叫
幾多nm呢幾年純粹係marketing嚟
2021-07-27 13:07:26
Intel 嚴重被低估
如果琴日無吹水 真係好快追到
2021-07-27 13:17:55
好老實

Intel做GPU/semi代工
資本市場:冇反應

Nvda/AMD做DC
資本市場:intel塊餅俾人食左喇
2021-07-27 13:18:24
利申:頭號intc打手
2021-07-27 14:45:05
美股半導體 前景依家點排?

ASML 升得慢但好似幾穩
AMAT 仲chok 緊
NVDA 爆左幾個月會大回?
2021-07-27 15:01:58
TSM=上一排嘅APPL 慢牛
2021-07-27 15:02:59
TSM放棄左
2021-07-28 00:55:27
咁即係今日咩事, 全線股JOY
2021-07-28 04:59:12
AMD

Q2 revenue of $3.85B ($3.62B consensus)
Non-GAAP EPS of $0.63 ($0.54 consensus)

Computing & Graphics segment
revenue grow 7% Q/Q and 65% Y/Y to $2.25B ($2.17B consensus)

The Enterprise, Embedded & Semi-Custom segment (server CPUs and game consoles)
revenue grow 19% Q/Q and 183% Y/Y to $1.6B ($1.44B consensus)


Q3
expects revenue of $4.1B (+/- $100M), above a $3.82B consensus
Full-year revenue growth guidance has been hiked to ~60% from ~50%.
2021-07-28 06:05:01
2nd half PC revenue ~ 1st half
即係exceptional performance comes from data centre
2021-07-28 08:29:14
就算Intel 未來既product 好有潛力
但佢依家既product line up 就係輸俾AMD 甚至Apple Silicone
個問題就係Intel 依家既價反映左市佔率下降緊既趨勢未?
2021-07-28 09:05:47
股價反映嘅係增長太慢

Pat嘅前任vision近乎係0,起新廠積極性太低
而且搞software(software整1份=無限份)多數係open source
唔似老黃而家搞omniverse etc
2021-07-28 17:47:45

其實係唔係有增長,一定有
但唔快

比較有興趣嘅係佢invest Swarm Networks, Inc.

Business Description:
Swarm Networks, Inc. provides scalable file storage network. The company provides software solution for off-the-shelf storage servers. Swarm Networks, Inc. was incorporated in 2000 and is based in Cupertino, California. As on May 14, 2021, Swarm Networks, Inc. operates as a subsidiary of Intel Corporation.
Relationship with Investor/Parent:
Percent Owned (%): 100.00
2021-07-29 08:15:16
EPS: $1.92 per share, adjusted, vs. $1.68 per share as expected by analysts

Revenue: $8.00 billion, adjusted, vs. $7.58 billion as expected by analysts


Qualcomm’s IoT business, a part of QCT, which consists of low-powered chips to make other devices smart as well as networking and industrial uses, grew 83% to nearly $1.4 billion.

其他太攰懶整合


https://www.cnbc.com/2021/07/28/qualcomm-qcom-earnings-q3-2021.html
2021-07-29 17:34:52
Total consolidated revenue was KRW 63.67 trillion, a 20% increase YoY

Operating profit increased 34% from the previous quarter to KRW 12.57 trillion


Memory Business is expected to see continued demand growth for server and mobile products and the Company will accelerate migration to 15-nm DRAM and 6th-generation V-NAND as well as expand the application of extreme ultraviolet (EUV) lithography process in DRAM production.

while the Foundry Business will accelerate growth by expanding the Pyeongtaek S5 Line capacity and by adjusting pricing to enable future investment cycles.

https://news.samsung.com/global/samsung-electronics-announces-second-quarter-2021-results?utm_source=mainkv&utm_medium=internal
2021-07-29 17:35:08
2021-07-29 17:37:09
Samsung出業績
垃圾美光put又數錢
2021-07-29 17:47:12
咁係咪可以all in SOXL
2021-07-29 17:53:08
呢隻橫行咗好耐
成日都係$40嗰個位上落
2021-07-29 18:40:10
上上星期Samsung話業績好過預期
成堆美國公司直插

我今次諗住buy the dip
2021-07-29 18:49:07
all in nvidia好似實際啲

The graphics market also grew in the second quarter on healthy demand for cryptocurrency and graphic cards for gaming PCs. Memory demand for game consoles also grew on new game launches, against the backdrop of rising need for home entertainment.
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