作者RTA (愛文文)
看板Tech_Job
標題[討論] 海馬變種馬了
時間Fri Dec 13 20:48:57 2024
https://i.imgur.com/5Ke46BQ.jpeg
https://finance.yahoo.com/news/himax-soars-20-analyst-predicts-165922253.html
Himax Soars 20% as Analyst Predicts Key Role in Nvidia and TSM's AI Revolution
On Thursday after TF International Securities analyst Ming-Chi Kuo advised Himax
technology (NASDAQ:HIMX) might provide critical technology to Nvidia (NASDAQ:NV
DA) and Taiwan Semiconductor (NYSE:TSM), its stock was up over 20%.
Kuo underlined as key elements for their possible inclusion in the supply chains
for Nvidia's next AI processor, the Rubin series, and Taiwan Semiconductor's Co
-Packaged Optics (CPO), Himax's Wafer-Level Optics (WLO)technology and relations
hip with Fiber Optic Communications (FOCI).
With WLO driving long-term expansion for Himax, CPO is positioned to become a cr
itical chip design for AI servers and high-performance computing systems, Kuo sa
id. Future AI server and high-performance computing architectures are projected
to give transfer efficiency top priority through co-packaged optics, the analyst
also observed, so fully utilizing advances in chip processing capability.
On Thursday, Himax shows double-digit spike in morning trade and a notable incre
ase among mounting hope about the company's possible influence in changing semic
onductor technologies.
太厲害了
光電技術翻身
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推 apple123773 : 怕 12/13 20:53
→ dildoe : 牙膏不是早就有Photonics,那有起飛嘛？XD 12/13 20:56
→ luche : 這次不一樣？=.= 12/13 21:19
→ yunf : 這個不是iPhone大師嗎？ 現在又變成ai大師了 12/13 21:21
推 HardyJJ : 又變光電廠了.. 12/13 21:31
→ dildoe : 反正類比甚麼都能做XD 12/13 21:52
推 ikimiP : 一堆待退老人怎麼起飛？ 12/13 22:23
→ LeonKuo : 一天45% 太神啦 12/14 00:12
推 steak5566 : 遊戲boy 12/14 01:51
推 DontGoHimax : 老闆表示:窩不知道 12/14 07:06
推 dakkk : 使用青眼白龍 12/14 09:36
推 deepelves : 粉碎玉碎大喝采! 12/14 09:37
推 zerobx : 加入海馬 人生寶馬 12/14 09:58
推 mercedeces : 飆瘋馬 12/14 10:22
推 rizman28 : 怎麼可能 12/14 10:28
推 CKRO : 海馬娛樂集團 12/14 10:51
推 grayeric : 黑魔導呢? 12/14 11:55
推 smallkop : 青眼究極龍啦 12/14 13:02
推 aero3019 : 炒股公司 12/14 13:06
推 dky93 : 昨天修正快12趴回來 12/14 16:31
→ luche : 青眼救急龍用嘴巴噴射雷射光波 12/14 16:37
噓 Fujima : 那個馬沒有用了 OU head 先全砍再說啦！ 12/15 17:22
推 misomochi : 原來海馬有在美國上市… 12/15 17:58
推 Merkle : 遊戲boy 12/17 13:04
推 roger2 : 強韌 無敵 最強！ 粉碎 玉碎 大喝采！ 12/18 20:52