whoops
2018-09-07
$安华高科技(AVGO)$ 昨晚把正股出了，留了期权。正股准备换$英特尔(INTC)$ ，我这波强烈看空$AMD(AMD)$ ，但是目前做空风险很大，所以我选择做多intc。
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少先队幕后老大
2018-09-07
少先队幕后老大
英特尔打算在什么位置进场呢？现在可能还没到底
enio
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whoops
:
intel3年内都追不上tsmc差不多，这还是运气好，运气不好5年内都落后amd
hypnus
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whoops
:
你连amd包的是台积电7nm hpc工艺都不知道，还在那说7nm干不过14nm，你有7nm hpc数据了？
whoops
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hypnus
:
所以这就是你7nm干不过14nm的理由？逗死我。
王大雄
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whoops
:
哦，我看错了，你用14++比较的啊，那就更没啥好说的了
hypnus
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whoops
:
intel的10nm良率和频率就是个笑话，连自家14nm都干不过，拿来的底气觉得台积电3年都追不上。顺带一提，良率和芯片大小也有很大的关系，服务器部分epyc使用mcm的结构虽然没有intel的单芯片mesh总线强，但是良率肯定爆intel
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