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作者 RTA (愛文文)
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
[圖]

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
[圖]
Himax gains on optimism for its pivotal role in next-gen AI and high-performance semiconductor advancements. ...

 

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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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.237.183.232 (臺灣)
※ 作者: RTA 2024-12-13 20:48:57
※ 文章代碼(AID): #1dN2qx3h (Tech_Job)
※ 文章網址: https://www.ptt.cc/bbs/Tech_Job/M.1734094139.A.0EB.html
推 apple123773: 怕1F 12/13 20:53
→ dildoe: 牙膏不是早就有Photonics,那有起飛嘛？XD2F 12/13 20:56
→ luche: 這次不一樣？=.=3F 12/13 21:19
→ yunf: 這個不是iPhone大師嗎？ 現在又變成ai大師了4F 12/13 21:21
推 HardyJJ: 又變光電廠了..5F 12/13 21:31
→ dildoe: 反正類比甚麼都能做XD6F 12/13 21:52
推 ikimiP: 一堆待退老人怎麼起飛？7F 12/13 22:23
推 LeonKuo: https://i.imgur.com/mcWLVZE.jpeg
一天45% 太神啦8F 12/14 00:12
[圖]
推 steak5566: 遊戲boy10F 12/14 01:51
推 DontGoHimax: 老闆表示:窩不知道11F 12/14 07:06
推 dakkk: 使用青眼白龍12F 12/14 09:36
推 deepelves: 粉碎玉碎大喝采!13F 12/14 09:37
推 zerobx: 加入海馬 人生寶馬14F 12/14 09:58
推 mercedeces: 飆瘋馬15F 12/14 10:22
推 rizman28: 怎麼可能16F 12/14 10:28
推 CKRO: 海馬娛樂集團17F 12/14 10:51
推 grayeric: 黑魔導呢?18F 12/14 11:55
推 smallkop: 青眼究極龍啦19F 12/14 13:02
推 aero3019: 炒股公司20F 12/14 13:06
推 dky93: 昨天修正快12趴回來21F 12/14 16:31
→ luche: 青眼救急龍用嘴巴噴射雷射光波22F 12/14 16:37

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