按摩店的故事还能讲多久？

$Advanced Micro Devices Inc.(AMD)$ CPU已经发了，下面开始讲gpu的故事了，授权英特尔，然后就是织女星，大家要开始考虑下车的时间了

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南辕北辙
2017-02-26
南辕北辙
台积电已经在7纳米在开始这首，5纳米已经在设计中，这次gf直接从14纳米制程（是三星授权给他的）跳到7纳米，我认为是三星很快就会授权gf10纳米工艺制程，这样保证AMD持平和超过AMD提供物质保障，目前AMD市场市值不到150亿美元，合计的估值应该在300亿到500亿之间，长线看好AMD
- SummerRest回复南辕北辙:
  四六开？未免太乐观了。这两个市场加起来四百多亿美元。
- 芥末绿茶回复南辕北辙:
  不敢做空，做空就是个无底洞，兄弟对无线充电和柔性电子怎么看？
- 南辕北辙回复芥末绿茶:
  AMD第二季度naples服务器市场，结合ryzen的CPU的表现，他的naples服务器市场表现是可以期待的，第二季度ryzen的5系CPU也开始发货，这样CPU和服务器市场占有率会提高到4-6开，300亿市值是可期的
- 南辕北辙回复芥末绿茶:
  台积电的10纳米的产能优先供给苹果a11处理器，这个处理器是给苹果8用的，台积电在10纳米产能上面连nvda都保证不了，就不要提AMD呢，AMD找三星可能性还是有的，或者三星授权gf可能性最大
- 南辕北辙回复芥末绿茶:
  AMD可说故事太多，长线看涨，短线技术方面不懂，此股2017年比较强势，不上车无所谓，但是千万别看他一直涨，跑去做空他，这是在找死
來日方長
2017-02-26
來日方長
如果AMD + TSMC 成真的話 Intel才要開始擔心
- 來日方長回复芥末绿茶:
  目前大概只有遊戲機方面聽到的也是應客戶要求
- 芥末绿茶:
  amd+tsmc目前已经成真了，不过是在gpu方面
一位不愿透露姓名的网友
2017-02-28
一位不愿透露姓名的网友
肯定超不了牙膏厂
- 芥末绿茶:
  牙膏厂的业务不止是处理器
南辕北辙
2017-02-26
南辕北辙
以前AMD代工工厂GF，只有28纳米制程工艺，明显落后于Intel的制程工艺，从三星为了降低自己研发费用跟gf达成共享制程联盟（不仅仅限于14纳米，以后的10纳米也是联盟），gf直接从28纳米制程跳跃到14纳米制程开始量产，这是AMD的CPU性能超越Intel提供物质基础，目前x86架构下依然是最重要架构，而且只有两个玩家，Intel和AMD，现在Intel的制程量产10纳米停滞不前，现在台积电已
趋势为王
2017-02-27
趋势为王
至少看多到二季度财报，估计高点在16——18，短期有调整需要？
虎皮韭菜
2017-02-27
虎皮韭菜
cpu没戏了，垃圾一坨

发表看法

25

1

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