山间溪流
581 posts

山间溪流
@lancelu66888
Pi Network可以交易平台Gate;https://t.co/HxHx9lrK0x;OKX;https://t.co/AfdG43MtGg
เข้าร่วม Temmuz 2022
162 กำลังติดตาม35 ผู้ติดตาม

Just in case you weren’t aware…
The broader index is down a significant -3-4%.
Stocks don’t move in a straight lineup unless you’re $SNDK.
And are largely affected by wider selloffs.
Curious what my follower portfolios look like you’re green this week + long only?

Big Arsenal Fan@cesc1994
@aleabitoreddit Navitas, lpk, wolfspeed and xfab all collapsing
English

CPO scale out earlier than expected:
> Foxconn: est. units register upward and optical switches shipped early to $NVDA
CPO scale up timelines from $LITE Mizuho Technology Conference today:
“The company expects to start shipping Scale-Up optical products in the second half of 2027, with formal volume ramp-up in 2028”
SVP $NVDA networking: “We’re going to ramp up CPO second half of this year”. No delay indications.
I’m gonna go ahead and trust industry projections. Where they all reiterate faster timelines for scale out CPO H2 onward. And scale up CPO H2 2027 onward (with main growth happening 2028)
Over a questionable motive analyst firm that said $MU had no share of HBM4 Rubin (causing a selloff)
Where micron went out shortly later to into enter mass production. (Triple digit return shortly after)
I think people going long on temporary bridge architectures from this incorrect report won’t be too happy.
Appreciate the buying opportunity though.



English

俞浩的问题是他太知道自己做什么了,但是这里是中国。
中国人先天讨厌出头鸟的,儒家文化比较严重,什么是儒家文化呢:
出身低的人,拼尽全力,九死一生,最后成功,这是老中喜欢的,必须看到你的痛苦,成功的果实才配得上,你一开始好惨才人人歌颂,不然必须给你几个耳刮子。
出身好的人,直接上来说自己多好多好,就不行,人人都要恶心一下,吐一口痰,因为你太耀眼了,你想干什么,你就是什么都没干我都知道你想干什么,你想要的东西必须是你死了才能有的,你活着是不准有的,你有了话语权真正有权力的人怎么办?
所以张雪能被包容,但是俞浩不行,俞浩应该去拍纪录片,拍自己当时读书多惨多惨,被人拖到厕所里烟头烫背,感谢高考改变了命运,感谢清华校友
中文

【韬定律vs摩尔定律两条半导体演进路线对比】
①韬定律:减少依赖EUV光刻机,在成熟制程上就能实现性能突破,设备门槛大幅降低,国产替代全链受益,产业链更分散,中小企业机会更多,完全自主可控,受外部制裁影响小;
②摩尔定律:依赖EUV光刻机,没有它就没法推进先进制程,赢家通吃,高度集中,市场被少数巨头垄断,中企受制裁和封锁影响,很难参与核心环节。

STOCK调研公社@STOCK6688
【细心的朋友昨晚肯定是有留意到讲的中芯国际fab,今天大涨利好fab是肯定的】简单解释一下τ定律,传统的摩尔定律是把芯片做小,τ定律就是把结构做到立体上,把连接做到直线上,最多隔了硅片的厚度,实际上会快得多;所以该定律直指向的就是“堆叠技术”,而且领先的大概率就是【中芯国际】。T定律到目前,其实好多半导体电子狗都还没有结论,大家都在盘中抓紧学,午饭肯定是吃不成了,但利好fab和先进封装这个肯定。
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