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Samsung & Intel getting hammered, AMD & NVIDIA riding at their highest. Wild world we live in.
by iamthirsty 3y ago
Samsung & Intel getting hammered, AMD & NVIDIA riding at their highest. Wild world we live in.
- asylteltine 3y agoNot surprising given their behavior. Intel stopped innovating around the time ryzen came out. Ryzen itself was an innovation. When was the last time Samsung innovated anything? Quantum dots are a revolution but not related to chips.
- joecool1029 3y agoAnyone that's owned both Samsung and TSMC fabbed chips in phones in the past 5 years just knows the Samsung ones run hot, are inferior to TSMC. They are the company you fallback to if you can't get it done on TSMC due to shortages.
- mathverse 3y agoI am sorry but that is incredibly simplistic view. Yes TSMC is better but this is a winnner takes all industry. Samsung has other problems since its its own customer for chips and has fingers in many other industries. It is still a wonder that they are basically the 2nd best fab in the world.
- wolverine876 3y agoAre you basing that on two phones you owned? Is there data out there?
- ksec 3y ago>When was the last time Samsung innovated anything? Ehm...... You may be using their DRAM or NAND.
- asylteltine 3y ago…okay well besides all that, what have the Romans done for us?
- iamthirsty 3y ago& Screen tech, possibly camera sensors/lenses — going beyond the original scope of the post, but still.
- stefan_ 3y agoSamsung just happens to be in commodity chip making. Don’t worry, the chip bosses will get together for a bottle of Soju, do some racketeering, SSDs and RAM will be expensive again but profits are going to be back.
- elorant 3y agoSSDs are already spiking. A 2TB Samsung Sata3 ssd went from €120 in October to €170 in December.
- jbverschoor 3y agoSo I'll just wait till they're 100..
- stefan_ 3y agoMaybe I have been too obscure in stating what’s going to happen: the oligopoly of SSD/RAM makers will collude explicitly or implicitly to cut production and raise prices. Because right know they are making a loss selling you a SSD, all of them. This is a cycle we have been through at least twice now.
- beebeepka 3y agoWell, they pretty much announced this months ago. The cycle continues as usual.
- antisthenes 3y agoNvidia just happens to be making mining picks during a gold rush. They also happened to be making mining picks during the previous gold/silver rush, mostly propped up by ETH PoW algo. It's a wild world, but NVDA also happened to be an extreme outlier in terms of hitting 2 gold rushes in a row.
- jraby3 3y agoArm is also killing it and at a high.
- HDThoreaun 3y agoIntel up 65% this year. Not too far from their all time high now.
- UncleOxidant 3y agoLooks like the all time high closing price for INTC was 73.94 way back in September of 2000. It's gotta go up about $26 to get back there - it's not close.
- sumtechguy 3y agoare your numbers right?
- PKop 3y agoI'm seeing 75.81
- UncleOxidant 3y agoWas that the intraday high? I'm not seeing anything that high on the google stock chart for INTC, but I can't seem to zoom in on that particular section of time to see if there was a small spike.
- UncleOxidant 3y agoGoing by the google chart for INTC. It seems clear that it's in the $70s - the point being that we're a long ways from INTC being in the $70s. (someone below saying it got to $75 and change - maybe that was an intraday high, not a closing high?)
- fswd 3y agoI think they did several stock splits, and this time period was one of them
- wredue 3y agoIf you look at intel history, they bounce like crazy. That said, I saw they were low and picked up a couple grand of intel in my playing tfsa and it’s been happy.
- ravenstine 3y agoThat's what happens when you spend too many decades making crummy products.