買AMD就是支持台灣經濟 - 3C

By Damian
at 2019-07-18T13:47
at 2019-07-18T13:47
Table of Contents
買AMD就是支持台灣經濟
隨着AMD業績大漲的前景,
與AMD深度合作的廠商也有望因為7nm處理器及顯卡而同步增長,
今天AMD概念股都跟着漲了。
首先是AMD 7nm芯片的代工廠台積電,
AMD的ryzen 3000及RX 5700 GPU芯片都是台積電代工的。
其次是封裝廠商日月光,
全球第一大封測廠也參與了AMD的處理器、
顯卡晶片封裝測試。
還有就是為AMD操刀設計芯片組的祥碩公司,
雖然X570芯片組是AMD親自設計的,
不過300、400系列芯片組是祥碩設計的,
未來的B550也是祥碩負責,
不考慮PCIe 4.0的話,
晶片組大單主要還是祥碩受益。
另外,為AMD提供均熱板散熱的健策公司也跟着漲了
,這些廠商都因為跟AMD的緊密合作而受益7nm處理器及顯卡的上市。
AMD除了CPU自己設計以外,晶圓製造、封裝、晶片組都外包給了台灣廠商
反觀i皇晶圓製造、封裝、晶片組通通自己來 錢都給美國人賺走了
所以說買AMD就是支持台灣經濟,人人買AMD,台灣發大財
--
隨着AMD業績大漲的前景,
與AMD深度合作的廠商也有望因為7nm處理器及顯卡而同步增長,
今天AMD概念股都跟着漲了。
首先是AMD 7nm芯片的代工廠台積電,
AMD的ryzen 3000及RX 5700 GPU芯片都是台積電代工的。
其次是封裝廠商日月光,
全球第一大封測廠也參與了AMD的處理器、
顯卡晶片封裝測試。
還有就是為AMD操刀設計芯片組的祥碩公司,
雖然X570芯片組是AMD親自設計的,
不過300、400系列芯片組是祥碩設計的,
未來的B550也是祥碩負責,
不考慮PCIe 4.0的話,
晶片組大單主要還是祥碩受益。
另外,為AMD提供均熱板散熱的健策公司也跟着漲了
,這些廠商都因為跟AMD的緊密合作而受益7nm處理器及顯卡的上市。
AMD除了CPU自己設計以外,晶圓製造、封裝、晶片組都外包給了台灣廠商
反觀i皇晶圓製造、封裝、晶片組通通自己來 錢都給美國人賺走了
所以說買AMD就是支持台灣經濟,人人買AMD,台灣發大財
--
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