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作者 stosto 在 PTT [ Stock ] 看板的留言(推文), 共17633則
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21F推: 滑軌能多高級…但賣老黃就是可以賣貴05/08 17:02
21F推: 不用猜，就DDR5的產能變低而已，這個會到明年05/07 23:28
22F→: MU跟hynix的產能都被拿去做HBM到明年底了05/07 23:29
23F→: 如果要組電腦的...只能說記憶體會貴到誇張05/07 23:29
27F推: 進場的就是賭景氣循環到哪個時候05/07 23:33
95F推: 力旺是收權利金，而且是把IP賣給半導體廠跟IC廠05/06 20:27
96F→: 這種模式比較穩定，而做NRE的，就客戶沒能力設計05/06 20:27
97F→: 空手套中國補助05/06 20:27
98F→: 當有東西應該就不需要下單了05/06 20:28
99F→: 至於AI應該都轉向老黃了05/06 20:28
88F推: 案子都好了量產中誰還在下ip05/06 16:49
1324F推: 以色列就很想打，哈瑪斯還要給理由繼續讓他打嗎05/05 23:53
41F推: 有一種可能是以色列輾過去05/05 15:00
20F推: 這東西就硬需阿05/05 11:36
21F→: 幾年就是得換，改成怎樣都沒差吧05/05 11:36
22F→: 安卓派就沒一個可以打得05/05 11:37
23F→: 他只要觸碰整合還贏，就是獨占市場05/05 11:37
56F推: 別想了啦 AI就NV GG/MU/Hynix05/01 21:22
57F→: AMD繼續做DC跟server的CPU就好了05/01 21:22
58F→: HBM除了三星也沒多的了05/01 21:22
31F推: 中國封裝設備明明賣瘋掉，是這間公司自己的問題吧05/01 08:31
64F推: 中國設備也沒自己做啦，根本不能用，都自己貼牌而05/01 09:38
65F→: 已05/01 09:38
44F推: 有差嗎？就美國人不能玩台指期而已啊，還不是叫台05/01 06:35
45F→: 灣子公司玩05/01 06:35
46F→: 把錢先弄到台灣子公司就規避掉了05/01 06:35