[討論] 海馬變種馬了
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
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.237.183.232 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Tech_Job/M.1734094139.A.0EB.html
推
12/13 20:53,
4小時前
, 1F
12/13 20:53, 1F
→
12/13 20:56,
4小時前
, 2F
12/13 20:56, 2F
→
12/13 21:19,
4小時前
, 3F
12/13 21:19, 3F
→
12/13 21:21,
4小時前
, 4F
12/13 21:21, 4F
推
12/13 21:31,
4小時前
, 5F
12/13 21:31, 5F
→
12/13 21:52,
3小時前
, 6F
12/13 21:52, 6F
推
12/13 22:23,
3小時前
, 7F
12/13 22:23, 7F
推
12/14 00:12,
1小時前
, 8F
12/14 00:12, 8F
→
12/14 00:12,
1小時前
, 9F
12/14 00:12, 9F
Tech_Job 近期熱門文章
11
46
PTT職涯區 即時熱門文章