观点英伟达

Nvidia’s critical weak point: Taiwan
英伟达的软肋:台积电

Building more fabrication plants in other countries is not the solution for companies that require the highest tech chips
英伟达严重依赖台积电的代工。在台湾以外建造更多的晶圆厂,对于英伟达这样需要最先进芯片的公司来说并不是合适的解决方案。

Nvidia’s share price hit a record high after its last set of earnings. In the current quarter, it expects revenues to rise by around 170 per cent on last year. At this rate, the stock’s previously steep valuation has started looking even cheaper than its peers. Yet in the days that followed, prices have fallen. The culprit may be Taiwan.

英伟达(Nvidia)公布最新盈利数据后,股价创历史新高。该公司预计,本季度营收同比将增长约170%。以这样的营收增长速度,该股此前相当高的估值开始看上去甚至比同行还便宜。但是此后几天,其股价下跌了。罪魁祸首可能是台湾。

您已阅读8%(449字),剩余92%(5422字)包含更多重要信息,订阅以继续探索完整内容,并享受更多专属服务。
版权声明:本文版权归manbetx20客户端下载 所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。
设置字号×
最小
较小
默认
较大
最大
分享×