https://i.imgur.com/5Ke46BQ.jpeg
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
--
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※ 文章網址: https://webptt.cc/bbs/Tech_Job/M.1734094139.A.0EB.html
推文 (26)
推
apple123773
怕
12/13 20:53
→
dildoe
牙膏不是早就有Photonics,那有起飛嘛?XD
12/13 20:56
→
luche
這次不一樣?=.=
12/13 21:19
→
yunf
這個不是iPhone大師嗎? 現在又變成ai大師了
12/13 21:21
推
HardyJJ
又變光電廠了..
12/13 21:31
→
dildoe
反正類比甚麼都能做XD
12/13 21:52
推
ikimiP
一堆待退老人怎麼起飛?
12/13 22:23
推
LeonKuo
https://i.imgur.com/mcWLVZE.jpeg
12/14 00:12
→
LeonKuo
一天45% 太神啦
12/14 00:12
推
steak5566
遊戲boy
12/14 01:51
推
DontGoHimax
老闆表示:窩不知道
12/14 07:06
推
dakkk
使用青眼白龍
12/14 09:36
推
deepelves
粉碎玉碎大喝采!
12/14 09:37
推
zerobx
加入海馬 人生寶馬
12/14 09:58
推
mercedeces
飆瘋馬
12/14 10:22
推
rizman28
怎麼可能
12/14 10:28
推
CKRO
海馬娛樂集團
12/14 10:51
推
grayeric
黑魔導呢?
12/14 11:55
推
smallkop
青眼究極龍啦
12/14 13:02
推
aero3019
炒股公司
12/14 13:06
推
dky93
昨天修正快12趴回來
12/14 16:31
→
luche
青眼救急龍用嘴巴噴射雷射光波
12/14 16:37
噓
Fujima
那個馬沒有用了 OU head 先全砍再說啦!
12/15 17:22
推
misomochi
原來海馬有在美國上市…
12/15 17:58
推
Merkle
遊戲boy
12/17 13:04
推
roger2
強韌 無敵 最強! 粉碎 玉碎 大喝采!
12/18 20:52