失去的三十年

坦然接受 勇敢面对

[失去的三十年 @TaiWanHelloH]

提醒 $INTC 这很可能是一个英特尔代工厂产品。最近有如此疯狂的消息，但被 Kospi 暴跌我们的影响所掩盖。

[ImNotHarsh | 📈💸 @imnotharsh]

$GOOGL Google is planning a new chip called “Frozen v2” and will likely be fab'd at $INTC Intel Foundry.

This is basically a custom inference ASIC with big chunks of the Gemini architecture baked straight into silicon. The goal is for 6-10x better efficiency than their latest TPUs by cutting data movement and unnecessary decisions.

Google is already moving real TPU production to Intel. Reports from June say they ordered Intel Foundry to make over 3 million TPUs for 2028, which could be roughly half of what they plan to build that year.

$TSM capacity is jammed with AI demand, so hyperscalers are splitting volume. Intel’s 18A node is now in high-volume production (their own Panther Lake and Xeon chips are already on it), and their EMIB-T packaging is specifically strong for these big, HBM-heavy AI accelerators.

Frozen v2 or the next TPU generation (v8 series) ending up on Intel silicon aren't rumors anymore - big FYI.

[失去的三十年 @TaiWanHelloH]

好公司不等于好股票
好趋势不等于好价格

[失去的三十年 @TaiWanHelloH]

现在大陆用户可以有两个Coinbase号了：
1️⃣护照+地址证明注册
📷身份证注册
两个账号也有差距，用护照注册的不受限制，可以自有出入金，而身份证注册的只能转入转出Crypto进行交易，不能出入金，也不能绑定Card支付。

[失去的三十年 @TaiWanHelloH]

做投资，最重要的是独立思考

[qinbafrank @qinbafrank]

https://t.co/PDmO3vbsjq

[Pushkar Ranade @magicsilicon]

Only few people may now be aware that @intel has been a memory technology pioneer since its founding in 1968:

1969: Intel's first product was a 64-bit Schottky bipolar static RAM, the world's first solid-state memory chip that helped move the industry from magnetic core to semiconductor memory.

1970: Intel shipped the first commercially successful DRAM chip (1 kbit 1103) and quickly displaced magnetic core memory in many systems.

1971: Intel invented Erasable Programmable Read-Only Memory (EPROM), which allowed users to program and erase code using ultraviolet light.

1988: Intel pioneered NOR flash, launching the first commercial NOR‑type flash chip in 1988 as a successor to EPROM for code storage.

2015: Intel introduced 3D XPoint, a new non‑volatile memory technology positioned as a distinct “third category” between DRAM and NAND flash in terms of speed, endurance, and density.

A love-hate relationship with memory, but memory innovation is in the DNA of intel.

Thank you for the memories!

[失去的三十年 @TaiWanHelloH]

涨的逻辑是什么 软件没用被颠覆 盈利能力很好

[Leo_Yuen @LeoYuen13]

美股7巨头过去2年基本很少都一起创新高的，之前MSTF 25年7月份一路涨那一波，GOOGL, TSLA, AMZN和AAPL都没跟，如果7巨头都一起创新，那就没最近这一年半导体板块带着纳指创新高的事情...

所以如果接下来MSFT META这些巨头开始起涨的话，你觉华尔街机构会牺牲哪些巨头呢？这是个非常有趣的事情，可以多观察🧐

[Lip-Bu Tan @LipBuTan1]

Super excited to welcome my close friend Seok-Hee Lee back to Intel! @seokhee4 is a highly regarded semiconductor process integration expert and successful CEO (SK Hynix). Early in his career, he spent over 10 years at @intel, contributing to several critical Intel process technologies. He will now oversee our advanced packaging technology development and drive exciting new system integration projects! Advanced packaging and system integration are increasingly critical areas for Intel Foundry and for the future of computing. Seok-Hee will help Intel accelerate the ramp of our industry leading EMIB-T and HBI technologies. I look forward to partnering with him and have him rejoin Intel at this critical time!

https://t.co/DfPaWAWMZM

[Tykoo @0xTykoo]

人生小妙招：臭不要脸的给各种人发私信，合作、找工作、投资... 并且坚定的相信自己一定会变的超级牛逼，不回复是对面的损失，不要有一点心理负担😤😤😤

[失去的三十年 @TaiWanHelloH]

阿里跌的好像马云上了红通，SPCX涨的好像马斯克上了火星

[失去的三十年 @TaiWanHelloH]

@LeiJun649441 @jimohuoshan 我也差不多这个时间开的 去年要关户 我把钱 转出了 后面又不关户了 保留了账户 但是激活需要新加坡地址证明

[失去的三十年 @TaiWanHelloH]

@linglingfa 前几天不是宕机了

[失去的三十年 @TaiWanHelloH]

纳斯达克：SpaceX将于美国东部时间上午10:00（北京时间22:00）开始交易。

[失去的三十年 @TaiWanHelloH]

@kittendong 博主 有没有国泰的官方渠道

[失去的三十年 @TaiWanHelloH]

@LeiJun649441 @jimohuoshan 你的ocbc补充地址证明了没

[失去的三十年 @TaiWanHelloH]

最后还是网开一面？但是这次事件对于在香港仅存的中国高净值客户绝对是一个非常大的冲击，一个政策，搞死一大片产业的悲剧在香港居然上演了。

[失去的三十年 @TaiWanHelloH]

香港券商继续营业？
又说是资金不可以来自内地 又说是不能在内地交易 又说是在境外可以开户 可以交易 具体大家试试吧 哈哈哈 中国文字博大精深

[失去的三十年 @TaiWanHelloH]

@abc_e99 @TJ_Research 我也是 来回操作 卖飞了

[失去的三十年 @TaiWanHelloH]

@ShanghaoJin 希望财报后给个上车机会 之前卖飞了

[失去的三十年 @TaiWanHelloH]

@Prakhar6200 Yes, I think you are right. It is a good analysis of Intel.