美股半導體集中討論區 III
Arsene永遠都存在 2021-7-23 14:04:42 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
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:^(

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垃圾車司機大哥 2021-7-23 14:07:40 忍到下星期先入手
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夜子若+ 2021-7-23 19:48:19 Intel搞笑
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手足無措 2021-7-23 21:07:27 此回覆已被刪除
kaaa 2021-7-23 22:31:13 INTEL…
夜子若+ 2021-7-24 00:09:37 ASML 想做世一?
夜子若+ 2021-7-24 00:11:00
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Soxx 變condom?
高登老人 2021-7-24 00:21:22 點解soxq仲多過soxl
soxq唔係3倍,成份股又唔差太遠
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高登老人 2021-7-24 00:22:19 xq係反向
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划艇男孩 2021-7-24 00:26:53 Soxq係尋晚收市一分鐘殺咗落去
開市升番姐
Arsene永遠都存在 2021-7-24 00:40:05 因為invesco on9成日跟甩
第二朝開市價要加返個差價

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高登老人 2021-7-24 01:00:04 咁跟甩果時咪買得
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Arsene永遠都存在 2021-7-24 01:00:21 yes
夜子若+ 2021-7-26 22:55:23
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SOXQ
SOXX
韭出十三歸 2021-7-26 22:59:03 準備月供SOXL 每月入100股
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Arsene永遠都存在 2021-7-27 04:54:11 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
Arsene永遠都存在 2021-7-27 05:06:51 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
Arsene永遠都存在 2021-7-27 05:13:28 Intel process node改名

10nm enhanced superfin -> Intel 7

7nm -> Intel 4

7nm+ -> Intel 3

5nm GAAFET -> Intel 20A (1Å=0.1nm)
Arsene永遠都存在 2021-7-27 05:14:34 https://twitter.com/PGelsinger/status/1419767701875027983?s=19
Arsene永遠都存在 2021-7-27 05:35:41 Amazon AWS first customer to use Intel packaging

Qualcomm first customer to use Intel 20A (3nm)
りき 2021-7-27 06:37:45 即係改名廢事俾人笑擠牙膏
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Arsene永遠都存在 2021-7-27 06:50:56 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
貼文起了副作用 2021-7-27 07:38:33 仲有S888 既Samsung 5nm 好唔過TSM 既S865 7nm
Arsene永遠都存在 2021-7-27 08:14:38 QS888 真係幾搞笑
窩利抽射SH到上天 2021-7-27 08:19:18
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