不离亦不弃
01-22 13:58
$美国超微公司(AMD)$
英特尔、AMD因无法确定AI需求真实性,决定未来2-3年不扩产,叠加AI需求影响,判断涨价为长期性趋势,可能持续好几年。未来都是好日子啊
抢芯大战升级!AMD、ARM、INTC…布局哪一家?
据最新数据,今年前20天,号称全球经济“金丝雀”的韩国出口半导体总金额达107.3亿美元(约合人民币747亿元),同比大幅增长超70%。这预示着,在AI(人工智能)浪潮下,全球半导体需求仍非常强劲。昨晚芯片股普遍上涨,费城半导体指数涨3.18%,刷新历史新高,英特尔涨超11%,超威半导体涨逾7%,美光科技涨超6%,ARM涨逾6%。【大家都有布局哪一家?】
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