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god555
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god555
2022-04-08
易赢丁真
抱歉,原内容已删除
god555
2022-03-24
$微博(WB)$
敢空吗,万一提交审计了呢[开心]
god555
2022-03-14
$哔哩哔哩(BILI)$
b站推出新功能,东北话四川话版新番(老番),治国理政学习区。up主激励金减少五成以上。
god555
2021-12-03
$滴滴(DIDI)$
建议登陆北京交易所
god555
2021-09-23
$小米集团-W(01810)$
准备空小米了 海外报道小米比华为还严重
god555
2021-09-16
$哔哩哔哩(BILI)$
大胆空 长期的
god555
2021-09-10
$微博(WB)$
看了筹码这么多高位接盘的,买股票前不做用户体验吗
god555
2021-09-06
不上市没人为你这个寄巴说话
抱歉,原内容已删除
god555
2021-08-19
$腾讯控股(00700)$
腾讯响应号召,500亿回馈社会,还仅仅是开始。所以这是最后能看的财报了
god555
2021-08-09
$阿里巴巴-SW(09988)$
股东不如员工,员工被拉去潜规则。马云为落实企业精神,带头抛了。
god555
2021-08-08
写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel
@光锥智能:半导体业务再超英特尔,三星电子真的稳了吗?
god555
2021-08-03
$腾讯控股(00700)$
腾讯忠心耿耿,刚查获签子就被锤
god555
2021-07-29
[捂脸]
抱歉,原内容已删除
god555
2021-07-28
$美团-W(03690)$
$腾讯控股(00700)$
$新东方在线(01797)$
治国第三卷349页“一些校外培训机构违背教育规律和学生成长发展规律,开展以“应试”为导向的培训,增加了学生课外负担,增加了家庭经济负担,甚至扰乱了学校正常教育教学秩序,社会反响强烈。对校外培训机构要依法管起来,让校外教育培训回归育人正常轨道。”
god555
2021-07-28
$恒生指数(HSI)$
$新东方(EDU)$
$好未来(TAL)$
第三卷349页 “一些校外培训机构违背教育规律和学生成长发展规律,开展以“应试”为导向的培训,增加了学生课外负担,增加了家庭经济负担,甚至扰乱了学校正常教育教学秩序,社会反响强烈。对校外培训机构要依法管起来,让校外教育培训回归育人正常轨道。”
god555
2021-07-27
$恒生指数(HSI)$
不要轻易接刀 据传和教育一样是上意思 和教育股一样跌不是没可能
god555
2021-07-26
$腾讯控股(00700)$
还要整治半年 不得跌到200了
god555
2021-07-23
$新东方(EDU)$
有钱还不让补一补 天天玩着造芯片[开心]
god555
2021-07-23
没有自由选择权?
抱歉,原内容已删除
god555
2021-07-15
陈睿安排上吧
抱歉,原内容已删除
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>股东不如员工,员工被拉去潜规则。马云为落实企业精神,带头抛了。","text":"$阿里巴巴-SW(09988)$股东不如员工,员工被拉去潜规则。马云为落实企业精神,带头抛了。","images":[{"img":"https://static.tigerbbs.com/6eb4c22d05d806e9201a456d28a1ccba","width":"462","height":"544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898811385","isVote":1,"tweetType":1,"viewCount":5158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":891447012,"gmtCreate":1628419246336,"gmtModify":1628419246336,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3508985892663748","idStr":"3508985892663748"},"themes":[],"htmlText":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","listText":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","text":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/891447012","repostId":"804885003","repostType":1,"repost":{"id":804885003,"gmtCreate":1627949862602,"gmtModify":1627957344118,"author":{"id":"3577088745112674","authorId":"3577088745112674","name":"光锥智能","avatar":"https://static.tigerbbs.com/651ae7b585f9b2ec556d1945190a5bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577088745112674","idStr":"3577088745112674"},"themes":[],"title":"半导体业务再超英特尔,三星电子真的稳了吗?","htmlText":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","listText":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","text":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","images":[{"img":"https://static.tigerbbs.com/e9b915a29b23e1bde3b011685badf0f3","width":"1080","height":"613"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804885003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4379,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"content":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。","text":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。","html":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804201220,"gmtCreate":1627956484660,"gmtModify":1627956484660,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3508985892663748","idStr":"3508985892663748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯忠心耿耿,刚查获签子就被锤","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯忠心耿耿,刚查获签子就被锤","text":"$腾讯控股(00700)$腾讯忠心耿耿,刚查获签子就被锤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804201220","isVote":1,"tweetType":1,"viewCount":2515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801165213,"gmtCreate":1627488618532,"gmtModify":1627488618532,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3508985892663748","idStr":"3508985892663748"},"themes":[],"htmlText":"[捂脸] ","listText":"[捂脸] ","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801165213","repostId":"1110301009","repostType":4,"isVote":1,"tweetType":1,"viewCount":3691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803645899,"gmtCreate":1627438233711,"gmtModify":1627438233711,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3508985892663748","idStr":"3508985892663748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>治国第三卷349页“一些校外培训机构违背教育规律和学生成长发展规律,开展以“应试”为导向的培训,增加了学生课外负担,增加了家庭经济负担,甚至扰乱了学校正常教育教学秩序,社会反响强烈。对校外培训机构要依法管起来,让校外教育培训回归育人正常轨道。”","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a 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字节已经超腾讯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/317113420","isVote":1,"tweetType":1,"viewCount":3678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573167116841362","authorId":"3573167116841362","name":"wrzh","avatar":"https://static.tigerbbs.com/50d4855f0809d5455e3ba32460995048","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3573167116841362","idStr":"3573167116841362"},"content":"快手又不是字节的","text":"快手又不是字节的","html":"快手又不是字节的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891447012,"gmtCreate":1628419246336,"gmtModify":1628419246336,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3508985892663748","idStr":"3508985892663748"},"themes":[],"htmlText":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","listText":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","text":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/891447012","repostId":"804885003","repostType":1,"repost":{"id":804885003,"gmtCreate":1627949862602,"gmtModify":1627957344118,"author":{"id":"3577088745112674","authorId":"3577088745112674","name":"光锥智能","avatar":"https://static.tigerbbs.com/651ae7b585f9b2ec556d1945190a5bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577088745112674","idStr":"3577088745112674"},"themes":[],"title":"半导体业务再超英特尔,三星电子真的稳了吗?","htmlText":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","listText":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","text":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","images":[{"img":"https://static.tigerbbs.com/e9b915a29b23e1bde3b011685badf0f3","width":"1080","height":"613"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804885003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4379,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"content":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。","text":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。","html":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801165213,"gmtCreate":1627488618532,"gmtModify":1627488618532,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3508985892663748","idStr":"3508985892663748"},"themes":[],"htmlText":"[捂脸] 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已经到头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/191783897","isVote":1,"tweetType":1,"viewCount":4513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389180933,"gmtCreate":1612721679822,"gmtModify":1703764441586,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3508985892663748","idStr":"3508985892663748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>面向小学生的内容网站,动画区一哥肖战,财经区一哥与财经无关。十亿研发经费炒移动支付,抓紧套现买地。与虎牙、快手、油管对比怎么看400亿都是泡沫","listText":"<a 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装什么?"},{"author":{"id":"3494639569501894","authorId":"3494639569501894","name":"克斯马龙埃","avatar":"https://static.tigerbbs.com/76743454820bfece9b577cb0d754cab4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494639569501894","idStr":"3494639569501894"},"content":"说得好,空他!","text":"说得好,空他!","html":"说得好,空他!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325597324,"gmtCreate":1615905283868,"gmtModify":1703494853938,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3508985892663748","idStr":"3508985892663748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>💎👋 把空军都要吓死了","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>💎👋 把空军都要吓死了","text":"$游戏驿站(GME)$💎👋 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