Re: [新聞] 聯發科去年EPS 15.16元 毛利率守住35.6%消失
華為海思,野心極大,
已經正在組織集結了比發哥還要大規模的菁英,要做GPU。
自研GPU的意義在於,要有自主掌握的GPU,
而不是像發哥認為自己做GPU的成本效益太低,那就真的短視了,
GPU在SoC裡的角色,戰略地位遠大於當前的市場產品組合考量,
不過,發哥把投資過自研GPU的技術拿來做下一代的XX加速晶片,
這步棋,有意思,可以慢慢看下去...
無論如何,年後開盤的跌停板,我個人是會接刀的...
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