$AMD(AMD)$_老虎社区_美港股上老虎 - 老虎社区

$AMD(AMD)$ 英特尔市值211B(上个月还230B,当时AMD也才20B,现在AMD30+B), AMD30B. zamd只要抢来英特尔10%的生意就能实现几乎翻倍的市值.这句话我从AMD 20B的时候就开始说了,现在AMD已经30B了. 只有都不懂AMD是做什么,Ryzen, Epyc, Zen, Vega, 7nm这些概念都不懂,苏姿丰也不知道是谁,每天只会意淫阴谋论,被癌股坑出精神病的傻**小韭菜才会看不到AMD的潜力.

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精彩评论

JonSeep
2018-09-29
JonSeep
兄弟，7纳米产能不考虑下？
- ChrisMa130回复hypnus:
  对的,记得在哪里读过这个新闻也是.
- hypnus回复ChrisMa130:
  从目前的消息看，7nm hpc和苹果等厂商用的不是一条产品线，不会受他们影响，影响因素只有产量和良率两个问题
- ChrisMa130:
  英特尔今年只是跟往年一模一样的说了一遍明年一定出,你甚至都不知道他会不会明年真的出. 上个月AMD没涨起来的时候英特尔还说2020年出. https://www.reddit.com/r/intel/comments/9b5lrs/intels_new_roadmap_revealed_10nm_ice_lake_in_2020/
- ChrisMa130:
  最重要的是,根据数据泄露来看,AMD 7nm EPYC性能大幅超过了人们的预期,比英特尔10nm 的预期性能要强很多很多. 而且英特尔10nm已经拖了3年了.每年都要再往后一年拖.
  https://www.google.com/amp/s/wccftech.com/amd-epyc-rome-7nm-64-core-cpu-performance-benchmark-leak/amp
- ChrisMa130:
  短期来讲,我同意你的这个观点.短期（3-6个月内）来讲,因为所有需要7nm芯片代工的全部都需要找TSMC,而且7nm对于他来讲又是个新的产品线,有可能短期内它无法应付所有的订单.但是AMD的7nm Epyc需要的只是先给数据中心厂商样品（已经派发）然后待他们测试完成后下订单后再商量好交货时间发就行了.我相信在一年整的英特尔无法应对的时间里AMD不可能连至少1个单子都卖不出去.

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