KTC8182
2021-08-27
Why is TSMC such a dominant foundry globally vs Samsung, Intel, Micron, etc...
Marvell CEO says chip customers more concerned about supply than price
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":819995404,"tweetId":"819995404","gmtCreate":1630025923708,"gmtModify":1704954761641,"author":{"id":3577700737449063,"idStr":"3577700737449063","authorId":3577700737449063,"authorIdStr":"3577700737449063","name":"KTC8182","avatar":"https://static.tigerbbs.com/223be1ba4de5909e363fcd33ab4ff953","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Why is TSMC such a dominant foundry globally vs Samsung, Intel, Micron, etc... </p></body></html>","htmlText":"<html><head></head><body><p>Why is TSMC such a dominant foundry globally vs Samsung, Intel, Micron, etc... </p></body></html>","text":"Why is TSMC such a dominant foundry globally vs Samsung, Intel, Micron, etc...","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/819995404","repostId":2162113720,"repostType":4,"repost":{"id":"2162113720","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1630024696,"share":"https://www.laohu8.com/m/news/2162113720?lang=&edition=full","pubTime":"2021-08-27 08:38","market":"us","language":"en","title":"Marvell CEO says chip customers more concerned about supply than price","url":"https://stock-news.laohu8.com/highlight/detail?id=2162113720","media":"Reuters","summary":"Aug 26 (Reuters) - Marvell Technology Inc customers have broadly been willing to accept price increa","content":"<p>Aug 26 (Reuters) - Marvell Technology Inc customers have broadly been willing to accept price increases in exchange for steady chip supply, the company's chief executive said on Thursday as it reported better-than-expected quarterly sales.</p>\n<p>\"It really is a discussion and engagement with each of your customers,\" CEO Matt Murphy told Reuters in an interview. \"Ultimately, what they care about is capacity? 'Can you supply me? If you can't get me the parts, why would I agree to a price increase?'\"</p>\n<p>Marvell, which makes networking chips used in data centers and vehicles, raised its third quarter sales forecast after reporting stronger-than-anticipated second quarter sales.</p>\n<p>The company expects third quarter sales and adjusted profits of $1.145 billion and 38 cents per share, versus Wall Street estimates of $1.13 billion and 37 cents per share, according to data from FactSet.</p>\n<p>Marvell designs chips but relies on others to make them, and those factories are experiencing global shortages stemming from a boom in demand from a wide range of industries.</p>\n<p>Marvell said while demand had exceeded supply, it generally has been able to pass many price increases on to its customers, leaving its own margins intact.</p>\n<p>The results came a day after the Wall Street Journal, citing sources, reported that Taiwan Semiconductor Manufacturing Co Ltd, the world's biggest contract manufacturer of chips and a key supplier to Marvell, would raise chip prices between 10% and 20%.</p>\n<p>Murphy said TSMC has not issued any formal communication to Marvell about the reported price increases, but he noted that prices have been increasing across the industry since the end of last year.</p>\n<p>\"Given the constraints that are out there, I think customers understand that there are these cost increases happening,\" he said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell CEO says chip customers more concerned about supply than price</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarvell CEO says chip customers more concerned about supply than price\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-27 08:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Aug 26 (Reuters) - Marvell Technology Inc customers have broadly been willing to accept price increases in exchange for steady chip supply, the company's chief executive said on Thursday as it reported better-than-expected quarterly sales.</p>\n<p>\"It really is a discussion and engagement with each of your customers,\" CEO Matt Murphy told Reuters in an interview. \"Ultimately, what they care about is capacity? 'Can you supply me? If you can't get me the parts, why would I agree to a price increase?'\"</p>\n<p>Marvell, which makes networking chips used in data centers and vehicles, raised its third quarter sales forecast after reporting stronger-than-anticipated second quarter sales.</p>\n<p>The company expects third quarter sales and adjusted profits of $1.145 billion and 38 cents per share, versus Wall Street estimates of $1.13 billion and 37 cents per share, according to data from FactSet.</p>\n<p>Marvell designs chips but relies on others to make them, and those factories are experiencing global shortages stemming from a boom in demand from a wide range of industries.</p>\n<p>Marvell said while demand had exceeded supply, it generally has been able to pass many price increases on to its customers, leaving its own margins intact.</p>\n<p>The results came a day after the Wall Street Journal, citing sources, reported that Taiwan Semiconductor Manufacturing Co Ltd, the world's biggest contract manufacturer of chips and a key supplier to Marvell, would raise chip prices between 10% and 20%.</p>\n<p>Murphy said TSMC has not issued any formal communication to Marvell about the reported price increases, but he noted that prices have been increasing across the industry since the end of last year.</p>\n<p>\"Given the constraints that are out there, I think customers understand that there are these cost increases happening,\" he said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162113720","content_text":"Aug 26 (Reuters) - Marvell Technology Inc customers have broadly been willing to accept price increases in exchange for steady chip supply, the company's chief executive said on Thursday as it reported better-than-expected quarterly sales.\n\"It really is a discussion and engagement with each of your customers,\" CEO Matt Murphy told Reuters in an interview. \"Ultimately, what they care about is capacity? 'Can you supply me? If you can't get me the parts, why would I agree to a price increase?'\"\nMarvell, which makes networking chips used in data centers and vehicles, raised its third quarter sales forecast after reporting stronger-than-anticipated second quarter sales.\nThe company expects third quarter sales and adjusted profits of $1.145 billion and 38 cents per share, versus Wall Street estimates of $1.13 billion and 37 cents per share, according to data from FactSet.\nMarvell designs chips but relies on others to make them, and those factories are experiencing global shortages stemming from a boom in demand from a wide range of industries.\nMarvell said while demand had exceeded supply, it generally has been able to pass many price increases on to its customers, leaving its own margins intact.\nThe results came a day after the Wall Street Journal, citing sources, reported that Taiwan Semiconductor Manufacturing Co Ltd, the world's biggest contract manufacturer of chips and a key supplier to Marvell, would raise chip prices between 10% and 20%.\nMurphy said TSMC has not issued any formal communication to Marvell about the reported price increases, but he noted that prices have been increasing across the industry since the end of last year.\n\"Given the constraints that are out there, I think customers understand that there are these cost increases happening,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":66,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/819995404"}
精彩评论