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This event is to help mooers learn more about the differences among companies and industries, uncover hidden investment opportunities, and better navigate the market.
Malaysia has established itself as a competitive global electronics hub, as evidenced by the recent influx of investments from electronics multinationals. These large-scale projects are expected to generate employment opportunities, boost manufacturing exports, and enhan...
Malaysia has established itself as a competitive global electronics hub, as evidenced by the recent influx of investments from electronics multinationals. These large-scale projects are expected to generate employment opportunities, boost manufacturing exports, and enhan...
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Event Description:
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Startups live on growth, which indicates a great product. One of the most important tasks for a founder is to make sure the company builds a great product. One way you know when this is working, is that you'll get growth by word of mouth"— Sam Altman, the CEO of OpenAI...
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Startups live on growth, which indicates a great product. One of the most important tasks for a founder is to make sure the company builds a great product. One way you know when this is working, is that you'll get growth by word of mouth"— Sam Altman, the CEO of OpenAI...
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ColumnsGPU notes
Let's unpack the downstream applications of the GPU one by one:
1. First of all, among GPUs used in computers, the traditional CPU giant Intel has taken control of more than 70% of the integrated GPU market. Because this type of GPU is integrated with the CPU, Intel has a natural advantage; in terms of independent GPUs, Nvidia has more than 70% of the market share, and the remaining 30% is AMD;
2. Second, in the field of GPUs used in mobile phones, chip manufacturers generally highly integrate chips such as CPUs, GPUs, and storage into SOC chips due to space compression considerations. Among them, the main suppliers of GPUs are Qualcomm and Apple, and the two companies account for more than 60% of the global market share;
3. Third, in the field of server GPUs, Nvidia is the only company that occupies more than 96% of the global market share and has an almost complete monopoly. The remaining 4% of the market share is occupied by AMD.
4. Fourth, in the field of autonomous driving, since it is still in the early stages of technological development, there are many market participants, but three representative companies have already emerged, namely Nvidia, Tesla, and MobilEye, a subsidiary of Intel. I have to mention Tesla here, a vertically integrated Tesla. The layout of the entire industry chain from underlying technology to core components to complete products is the perfect integration of true technology and manufacturing. This kind of thinking and pattern is worth learning from the new domestic production forces.
1. First of all, among GPUs used in computers, the traditional CPU giant Intel has taken control of more than 70% of the integrated GPU market. Because this type of GPU is integrated with the CPU, Intel has a natural advantage; in terms of independent GPUs, Nvidia has more than 70% of the market share, and the remaining 30% is AMD;
2. Second, in the field of GPUs used in mobile phones, chip manufacturers generally highly integrate chips such as CPUs, GPUs, and storage into SOC chips due to space compression considerations. Among them, the main suppliers of GPUs are Qualcomm and Apple, and the two companies account for more than 60% of the global market share;
3. Third, in the field of server GPUs, Nvidia is the only company that occupies more than 96% of the global market share and has an almost complete monopoly. The remaining 4% of the market share is occupied by AMD.
4. Fourth, in the field of autonomous driving, since it is still in the early stages of technological development, there are many market participants, but three representative companies have already emerged, namely Nvidia, Tesla, and MobilEye, a subsidiary of Intel. I have to mention Tesla here, a vertically integrated Tesla. The layout of the entire industry chain from underlying technology to core components to complete products is the perfect integration of true technology and manufacturing. This kind of thinking and pattern is worth learning from the new domestic production forces.
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Spoiler:
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on the moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Make Your Choices
Buzzing Stocks List & Mooers Comments
Here we at the second week of February. The stock market was like taking a small...
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on the moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Make Your Choices
Buzzing Stocks List & Mooers Comments
Here we at the second week of February. The stock market was like taking a small...
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舍得BCD
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Bill Gates believes ChatGPT, a chatbot that gives human-like responses to user queries, is as significant as the PC and the Internet, two major tech evolutions that happened in the past. Without further ado, let’s dive into companies that may lead or gain from this trend.
Case 1:
Despite the short-term headwinds and sell-offs in the semiconductor industry, the company is expected by analysts to be a winner from ChatGPT Hype with growing demand and a long runway....
Case 1:
Despite the short-term headwinds and sell-offs in the semiconductor industry, the company is expected by analysts to be a winner from ChatGPT Hype with growing demand and a long runway....
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