美股半導體集中討論區 III

縱幻變無形 2021-4-27 03:01:51 就咁睇mu 好似到底反彈咁

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Arsene永遠都存在 2021-4-27 05:47:52 Amkor Technology (NASDAQ:AMKR)

Q1 GAAP EPS of $0.49 beats by $0.03

Revenue of $1.33B (+15.7% Y/Y)

Arsene永遠都存在 2021-4-27 07:32:35 原來呢隻嘢70%盈利來自AMAT同LRCX

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路易四四一十六 2021-4-27 08:17:40 Shares of NXP Semiconductors (NASDAQ:NXPI) increased in after-market trading after the company reported Q1 results.

Quarterly Results
Earnings per share increased 65.00% over the past year to $2.31, which beat the estimate of $2.21.

Revenue of $2.567B rose by 27.02% from the same period last year, which beat the estimate of $2.56B.

Looking Ahead
Q2 revenue expected to be between $2.5B and $2.64B

路易四四一十六 2021-4-27 08:19:59 26/4
費城半導體指數 (SOX)
股價 3250.26 漲跌 ▲53.28 漲幅 +1.67%

連登半導體指數 (LISI)
股價 1060.34 漲跌 ▲20.01 漲幅 +1.92%

垃圾車司機大哥 2021-4-27 08:25:56 上落市成個月
好悶

路易四四一十六 2021-4-27 16:48:23 TSMC Invests US$2.8 B to Expand Nanjing Fab for Auto Chips
https://buzzorange.com/techorange/en/2021/04/23/tsmc-investment-nanjing/

夜子若+ 2021-4-27 17:39:59 入手得未

一秒到胃 2021-4-27 17:59:13 Nvda 終於生性

夜子若+ 2021-4-27 19:06:03 留意到soxl 比intel狗拖累左
係咪自己分開買會好d

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Arsene永遠都存在 2021-4-27 21:38:55 Beat完 -4%

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Arsene永遠都存在 2021-4-27 23:19:46 https://twitter.com/IanCutress/status/1387061860965437440?s=19

Casemiro14 2021-4-27 23:28:43 打殘佢

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爆蒼闘莉王 2021-4-28 00:20:48 師兄們QRVO點睇？

NVIDIA 2021-4-28 00:23:29 咪燈，謝

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Arsene永遠都存在 2021-4-28 04:37:57 Advanced Micro Devices (NASDAQ:AMD)

Q1 Non-GAAP EPS of $0.52 beats by $0.08

GAAP EPS of $0.45 beats by $0.07

Revenue of $3.45B (+92.7% Y/Y) beats by $270M

Arsene永遠都存在 2021-4-28 04:40:13 出完竟然升

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夜子若+ 2021-4-28 04:47:25 soxx 可唔可以del 左INTC 佢

Arsene永遠都存在 2021-4-28 06:17:48 Lisa Su:
AMD已經投資咗落去substrate for packaging

AMD明顯好多tiles去咗EPYC，而唔係consumer
大戶最睇重server，係可以買更多AMD

NVIDIA 2021-4-28 07:47:32 大雞唔食細米

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Arsene永遠都存在 2021-4-28 07:48:58 Nvidia打橫咗咁耐就係因為大戶覺得server唔夠好

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路易四四一十六 2021-4-28 07:57:02 Shares of Texas Instruments (NASDAQ:TXN) decreased after the company reported Q1 results.

Quarterly Results
Earnings per share increased 64.04% over the past year to $1.85, which beat the estimate of $1.58.

Revenue of $4.29B higher by 28.84% year over year, which beat the estimate of $3.99B

Looking Ahead
Q2 EPS expected between $1.68 and $1.92.

Q2 revenue expected between $4.13B and $4.47B

路易四四一十六 2021-4-28 07:59:21 Shares of Advanced Micro Devices (NASDAQ:AMD) increased in after-market trading after the company reported Q1 results.

Quarterly Results
Earnings per share rose 188.89% year over year to $0.52, which beat the estimate of $0.44.

Revenue of $3.445B up by 92.89% from the same period last year, which beat the estimate of $3.21B

Guidance
AMD Sees Q2 Sales $3.5B-$3.7B vs $3.29B Est.

路易四四一十六 2021-4-28 08:00:27 Shares of Maxim Integrated Products (NASDAQ:MXIM) were flat in after-market trading after the company reported Q3 results.

Quarterly Results
Earnings per share were up 32.79% year over year to $0.81, which beat the estimate of $0.74.

Revenue of $665M rose by 18.35% from the same period last year, which beat the estimate of $639M

Guidance
Earnings guidance hasn't been issued by the company for now.

NVIDIA 2021-4-28 08:03:10 睇好呢季

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