MPWR H100:3 Semiconductor Stocks to Target for Triple
3 Semiconductor Stocks to Target for Triple
Provide From Google
![回复@Oli](https://i0.wp.com/api.multiavatar.com/%E5%9B%9E%E5%A4%8D%40Oli_%3A+%E8%8B%B1%E4%BC%9F%E8%BE%BE%E7%9A%84H100%E7%94%A8%E7%9A%84%E6%98%AFMPWR%E7%9A%84%E4%BA%A7%E5%93%81%EF%BC%8C%E8%80%8C%E6%B2%A1%E6%9C%89%E6%B2%BF%E7%94%A8+....png?apikey=viVnb6N20jclO8)
回复@Oli
https://xueqiu.com
回复@Oli_: 英伟达的H100用的是MPWR的产品,而没有沿用A100的VICR。这对$Vicor电子(VICR)$ 的股价是一个重大打击。 当然,VICR的管理层对它们自家的 ...
Provide From Google
![Monolithic Power Systems(MPWR)Q1'23財報及研究筆記](https://i0.wp.com/api.multiavatar.com/Monolithic+Power+Systems%28MPWR%29Q1%26%2339%3B23%E8%B2%A1%E5%A0%B1%E5%8F%8A%E7%A0%94%E7%A9%B6%E7%AD%86%E8%A8%98.png?apikey=viVnb6N20jclO8)
Monolithic Power Systems(MPWR)Q1'23財報及研究筆記
https://kumamontw.substack.com
... H100 design win,也已經在下一代產品design win,有望持續擴大market share. 公司表示未來會隨著記憶體公司的DDR5出貨量增長,Storage and Computing ...
Provide From Google
![芯源系統(MPWR) 2023Q1電話會議重點和逐字稿](https://i0.wp.com/api.multiavatar.com/%E8%8A%AF%E6%BA%90%E7%B3%BB%E7%B5%B1%28MPWR%29+2023Q1%E9%9B%BB%E8%A9%B1%E6%9C%83%E8%AD%B0%E9%87%8D%E9%BB%9E%E5%92%8C%E9%80%90%E5%AD%97%E7%A8%BF.png?apikey=viVnb6N20jclO8)
芯源系統(MPWR) 2023Q1電話會議重點和逐字稿
https://statementdog.com
我的意思是,如果我們展望2023 年,我們現在是否處於某個點,你們認為你們今年可能會保持某種[A100] 和H100 的單一來源。 And I'm just curious as part of that question.
Provide From Google
![電源管理IC廠芯源系統稱毛利率看跌、盤後下挫7%](https://i0.wp.com/api.multiavatar.com/%E9%9B%BB%E6%BA%90%E7%AE%A1%E7%90%86IC%E5%BB%A0%E8%8A%AF%E6%BA%90%E7%B3%BB%E7%B5%B1%E7%A8%B1%E6%AF%9B%E5%88%A9%E7%8E%87%E7%9C%8B%E8%B7%8C%E3%80%81%E7%9B%A4%E5%BE%8C%E4%B8%8B%E6%8C%AB7%25.png?apikey=viVnb6N20jclO8)
電源管理IC廠芯源系統稱毛利率看跌、盤後下挫7%
https://tw.stock.yahoo.com
Thomson Reuters 5月25日報導,SemiAnalysis分析師Dylan Patel表示,芯源系統是輝達(Nvidia)人工智慧(AI)旗艦晶片「H100」的電源供應模組供應商。
Provide From Google
![先说直接相关的。今天英伟达上涨了25%1)$超微电脑(SMCI)](https://i0.wp.com/api.multiavatar.com/%E5%85%88%E8%AF%B4%E7%9B%B4%E6%8E%A5%E7%9B%B8%E5%85%B3%E7%9A%84%E3%80%82%E4%BB%8A%E5%A4%A9%E8%8B%B1%E4%BC%9F%E8%BE%BE%E4%B8%8A%E6%B6%A8%E4%BA%8625%251%EF%BC%89%24%E8%B6%85%E5%BE%AE%E7%94%B5%E8%84%91%28SMCI%29.png?apikey=viVnb6N20jclO8)
先说直接相关的。今天英伟达上涨了25%1)$超微电脑(SMCI)
https://xueqiu.com
不过到了H100,英伟达选择了MPWR,VICR遭到重创。但由于现在英伟达的产品热销,固然H100最热门,但是A100的销量也不错,加上专供中国的A800(也 ...