[hearsay] bit mainland cuts sheet, jia Nanyun wisdom 7nm digs mine chip to pass the quantity will be produced in July

[hearsay] bit mainland cuts sheet, jia Nanyun wisdom 7nm digs mine chip to pass the quantity will be produced in July

1. passes bit mainland to cut sheet, patriarch Zhan overcomes a group to visit a station last week;

2. Jia Nanyun wisdom 7nm digs mine chip to pass the quantity will be produced in July, antedate bit mainland;
3. bit moneyThe priceDrop a 7500 dollars can AMD and Ying Weida share price innovate however tall

1. passes bit mainland to cut sheet, patriarch Zhan overcomes a group to visit a station last week;

According to report of Taiwan economy daily, week tornado mood comes a stage on more collective than especially big land patriarch and group of collective CEO Zhan Ke, visit a stage closely to accumulate report, Li Jing to waitSupply chainCompanionate, seek for new generation tall efficiency the chip that dig mine spreads out collaboration, discuss the cooperative way after bit mainland transition develops AI application.


Industry news points out, zhan gram group comes this stage, force brilliant patriarch and CEO Huang Chongren, and accumulate preferment stage reportPresidentcollective CEO Home Wei Zhe is recieved personally, highlight two companies of comparative and especially big land take seriously.


The near future is fictitious moneyThe priceConcussion is intense, bit money is faced with for a time 7, 000 dollars close greatly guard battle, The marketTo fictitious moneyThe marketGenerate doubt, come out to be opposite than especially big landSupply chainLoad pull force puts delay significantly, chop only sound rise from all directions.


Zhan overcomes a group to visit stage and stage to accumulate report, Li Jing to talk about new cooperation case last week, imply bit mainland still can last aggrandizement and stage accumulate the companionate collaboration such as report, broken except bound chops only talk, affect trends of fictitious money future not only, also matter to originality, wisdom wait for photograph of the machine that dig mine to close a manufacturer to accept the order formerly.


Industry news points out, think fictitious currency value slips quickly from high point, manufacturer of the aircraft that dig mine seeks the solution that provides the efficiency that dig mine more actively, dig the defect of mine machine for the generation on improvement, rise ” collier ” the inducement that dig mine, can with lowerCostDig mine, borrow this to solve collapse of fictitious currency price to drop, the collier is profitless, person of the whole market that dig mine enrages the problem of break the ranks, zhan gram group comes this stage, the hope passes through the technology with stage accumulating report and Li Jing, development goes the tall efficiency that updates generation to dig mine chip.


Because the collier is the biggestCostIt is the problem of high cost report when digging mine, accordingly, new generation digs what mine machine needs most is lower cost can with higher operation capability, what the stage accumulates report is advancedMake ChengTechnology, and Li Jing is versed in in the generation with memory original domain ability, be favorred by bit mainland height.


Develop AI transition than especially big Liu Yechao, giant to ASIC and memory demand. Bit mainland already reached strategic collaboration consensus with respect to memory domain with Li Jing before, offer AI of bit mainland future to use requires memory by the Aipudi below Li Jingqi, be in charge of acting labour by Li Jing.


2. Jia Nanyun wisdom 7nm digs mine chip to pass the quantity will be produced in July, antedate bit mainland;

Pass Jianan weed wisdom is cast in stage accumulating report piece 7nm is special applied chip (ASIC) will produce at will be being measured in July, rate of progress is rapidder than bit mainland.


Jia Nanyun wisdom supplier plenary meeting is held in the mainland last month, first degrees let supply catenary list exposure, there basically is stage accumulating, originality in stage supplier Ji Lilong, get together the vessel.


In Jianan on the supplier congress of weed wisdom, the largest award promulgates to accumulate report to the stage, main reason cooperates in what go up in ASIC chip at both sides, and the province report with superior performance of stage accumulating reportMake Cheng, become Jia Nayun wisdom the main hero that layout digs mine machine market.


Supply catenary to come out, zhi Xinyi acting ASIC is in Jia Nayun likewise stage accumulating report is cast piece, and by on the 16nm of generation jumps to 7nm, plan to will be measured in July produce, using into what make Cheng first on, mainland of bit of competitor of plan comparing number one is faster. But this message did not obtain what the stage accumulates report to confirm.


Jia Nanyun wisdom battalion closed last year exceed a RMB 1.2 billion yuan, gain profit even more RMB 300 million yuan, year add rate achieve respectively 20 times with 125 times, battalion closes this year and gain profit the RMB looks on each 10 billion yuan mix 5 billion yuan, come out to apply for IPO possibly in Hong Kong.


Value of 3. bit currency falls a 7500 dollars can AMD and Ying Weida share price innovate however tall

After the defeat below bit money concussion, once depended on ” mine machine ” the chip company share price of rich and generous profit still feral rise.


Zhou Wu AMD(14.4, 0.67, 4.88%) share price rises 4.88% , close at 14.4 dollars, was last year the price of highest closing quotation since July 26.


Share price of chip manufacturer AMD starts 10 months new tall before, cisco (43.66, 0.95, zhou Sixuan cloth of 2.22%) system company uses AMD chip in the server that will use Intel chip only before in the past.


And Zhou Wu of Ying Weida share price rose 2.15% , sign up for 257.8 dollars, still maintain around historical apogee. Network of wall street information alludes before this, ying Weida is successive 10 quarters profit exceeds the market to anticipate, four quarters profit and battalion closed last year all refresh record.



AMD share price rose this year 40% , run considerably beat index of semiconductor index SOX of 13% go up, 12 the middle of a month in the past, AMD and SOX redound are adjacent, AMD rises 32% , SOX rises 29% .


AMD target price is moved on Stifel analyst Kevin Cassidy, move to 17 dollars from 14 dollars. In fact the time that AMD share price exceeds 14 dollars to close greatly is to be by last year October.


Zhou Sisai division announces, its are new-style and knaggy the EPYC that nods node of server of frame of server UCS C125 M5 to use AMDChip framework. It is good that Ka Xidi thinks this one message makes profit to AMD share price.


On congress of technology of the 46th Cowen, AMD CTO Mark Papermaster announces the development of front 7nm engineering technology outwards again, he states 7nm technology will be on transistor density and power comsumption promotion is tremendous, he still discloses say at present the 7nm of research and developmentProductHave 3, laterProductCan apply 7nm, second half of the year will formal sampling.


Does bit money glide continuously next graphical chip company is rising having secret worry?


Bit money drops from the concussion since last year December posture still is continueing, drop once more defeat 7500 dollars col, at the beginning of this week for a timeTestCol of 7000 dollars integer.




Analyst of area of technology of quote of Peng rich company, Market Securities Dubai Ltd. The word of futures and Paul Day of chief of period authority branch says, that prices before bit money is duplicating 4 years, “Market sentiment and it doesn’t matter is different at that time, prices of be issued to lower levels still can persist very long. “


Paul Day thinks, considering bit money last week 5 drop before was being defeated 252 days of average levels, this means next low to brewing, drop to 2800 dollars likely before the end of the year.


Network of wall street information alludes before this, if do not have digital money,what the market is anxious is relevant business, yingwei amounts to such chip future whether continue to maintain driving outstanding achievement to grow.


For example, ying Weida announced money to sign up for medium data center professional work in May — this one business is Yamaxun (1641.54, 11.92, 0.73%) , Microsoft (100.79, 1.95, 1.97%) , Gu Ge (1119.5, 34.51, the cloud business of the enterprise such as 3.18%) provides support — outstanding achievement expression inferiors to anticipate at the market a bit. Money signs up for exposure, yingwei amounts to battalion of data center professional work to close to grow 71% compared to the same period, amount to 701 million dollar, not as good as the 703 million dollar that the market anticipates before this.


Analyst Kevin Cassidy thinks, yingwei amounts to battalion of season of the first money to receive prep above market to anticipate money of number of main depend on is relevant income. Be opposite beforehand appraise city is filled with rate achieve ” 40 times ” for the stock, such performance is not quite good still.


And Ying Weida thinks in money newspaper, its outstanding achievement basically originates money of market of artificial intelligence, game, number 3 respects. Of data centerOperationThe chip of increasing use Ying Weida is engaged in the company working with what artificial intelligence computation comparatives. Contribute total battalion to received nearly 6 become game business to also get the support of digital money demand, because digital money digs mine,also need high end show clip.


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