[討論] 海馬變種馬了

工作

24181

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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apple1237731樓 12/13 20:53
dildoe2樓牙膏不是早就有Photonics,那有起飛嘛?XD 12/13 20:56
luche3樓這次不一樣?=.= 12/13 21:19
yunf4樓這個不是iPhone大師嗎? 現在又變成ai大師了 12/13 21:21
HardyJJ5樓又變光電廠了.. 12/13 21:31
dildoe6樓反正類比甚麼都能做XD 12/13 21:52
ikimiP7樓一堆待退老人怎麼起飛? 12/13 22:23
LeonKuo8樓 12/14 00:12
LeonKuo9樓一天45% 太神啦 12/14 00:12
steak556610樓遊戲boy 12/14 01:51
DontGoHimax11樓老闆表示:窩不知道 12/14 07:06
dakkk12樓使用青眼白龍 12/14 09:36
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zerobx14樓加入海馬 人生寶馬 12/14 09:58
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rizman2816樓怎麼可能 12/14 10:28
CKRO17樓海馬娛樂集團 12/14 10:51
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aero301920樓炒股公司 12/14 13:06
dky9321樓昨天修正快12趴回來 12/14 16:31
luche22樓青眼救急龍用嘴巴噴射雷射光波 12/14 16:37
Fujima23樓那個馬沒有用了 OU head 先全砍再說啦! 12/15 17:22
misomochi24樓原來海馬有在美國上市… 12/15 17:58
Merkle25樓遊戲boy 12/17 13:04