Industry comes out, the stage accumulates report to suffer a client to carry load pull kinetic energy to be inferior to expecting driving impact, growing force of outstanding achievement of the 3rd season fears be inferior to the corresponding period of in former years, put in the 4th season as the processor of A12 of 7 accept rice that for the apple exclusive generation is versed in quantity, the stage accumulates electric battalion carry to will eat sugar cane, annual is expected to write Xin You again.

Incorrect and single client and order trend buy judge all along of stage accumulating report, emphasize having correction annual battalion to accept a target at present year add 5% to the view of 10% , maintain 7 accept rice battalion of the 4th season closes this year occupy than amounting to 20% , annual battalion closes occupy than the target of 10% .

Supply chainPoint out, 7 accept rice is the one big kinetic energy that stage accumulating report grows this year, client besides the apple, still include to be connected high, the sea is thought of, exceed the big plant of a gleam of such as small, Sailingsai, use even bit mainland development in artificial intelligence (AI) special application IC also is used.

Nevertheless, the stage amasses fortune of battalion of the season below report, be affected by plan of load pull of processor of malic new generation very big. The near future comes out malic second half of the year guards shipment of look upon new machine, although the apple rolls out 3 new machine, will use facial ministry to differentiate in great quantities chip, but the Cheng when ordering shipment of to the limit of one’s capacity of the 3rd season formerly, fear be being delayed to the 4th season.

In addition, also come out plot processor bibcock brightness amount to (Nvidia) newest Turing (Turing) indication card, original program was measured in June produce, after be being delayed possibly now, to second half of the year the quantity is produced, also accumulate report for the stage carry of battalion of the 3rd season adds variable.

Suffer a client to carry load pull kinetic energy to be inferior to anticipating driving, adjust continuouslyInventoryInfluence, industry comes out, battalion of the 3rd season receives stage accumulating report this year season adds extent to fear only in tall digit grows, add as season of in former years 10% to 15% level.

As a result of variable still much, 3 old legal person are opposite the near future stage accumulating report stands in the bargainor more, 5 stage accumulating report even more last dishes last week sheet of 21 thousand magnify is knocked enter and pull rise 3 yuan, drive end of a show to go up 4.5 yuan, close that day maximum price 231 yuan, but 3 old legal person adjust continuously, foreign capital add sells even more 8, 200 pieces, sell even two days super- , among nearly 5 days, foreign capital stands one day in buyer only.

Stage accumulating report tried last year produce 7 accept rice, because efficiency compares beautiful of 10 accept rice, a lot of clients jump over 10 accept rice to use 7 accept rice, the stage accumulates electric estimation, 7 accept rice finishs products plan decide on a verdict to count more than 50 this year. Supply key to divulge, as the processor of A12 of 7 accept rice that for the apple exclusive generation is versed in the 4th season is put quantity, load pull height should meet stage accumulating report this year fall in the 4th season.

Although SamSung announced to use a few days ago extremely ultraviolet light (EUV) small filmEquipment7 accept riceMake Cheng, allege be about to enter a quantity to produce, but when Cheng is far backward already the stage accumulates report 2 quarters. Feed order to prevent SamSung to be divided through 7 accept rice, stage accumulating report books next year second half of the year to roll out use EUV small imageEquipmentedition of aggrandizement of 7 accept rice, expand accept the order advantage.