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北京时间·🕒 发布 04-23 13:15:43时区推断·⟳ 抓取 06-03 20:33:09回填·⚡ 决策 06-17 06:46:03·132.7 天前
CPU严重供应短缺：服务器CPU价格已涨10-20%，Intel与AMD计划Q3进一步涨价
📄 原文Serenity↗ 原文
CPU "serious supply shortage" It's still funny to see CPUs become more like memory day-by-day with the price hikes like…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 开盘买入 不高于昨收 +3%（超上限不成交）
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 5日
失效/反转 公司否认Q3涨价计划或下调全年指引
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 开盘买入 不高于昨收 +3%（超上限不成交）
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 5日
失效/反转 公司否认Q3涨价计划或下调全年指引
不做 SNDK.US
SNDK (SanDisk) 已于2016年被西部数据收购并退市，此处仅为作者比喻内存涨价的修辞，无实际可交易标的。
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原文全文
展开原文 · 701 字
CPU "serious supply shortage"
It's still funny to see CPUs become more like memory day-by-day with the price hikes like $SNDK.
"Server CPUs have jumped between 10% and 20% since March" with
$INTC and $AMD planning to further price hikes Q3.
"CPU supply is likely to remain tight through 2026 and 2027" with "server CPU shortages reaching up to six months for Intel and 8-12 weeks for AMD"
$TSM is also increasing capex in response to this shortage.
"The main reason behind the fear is the simultaneous outbreak of CPU and AI ASIC demand; inventory currently includes Intel, AMD mainstream generation CPU, and $NVDA's upcoming Vera CPU, all using 3nm process
Looks like we've come full circle?
It's still funny to see CPUs become more like memory day-by-day with the price hikes like $SNDK.
"Server CPUs have jumped between 10% and 20% since March" with
$INTC and $AMD planning to further price hikes Q3.
"CPU supply is likely to remain tight through 2026 and 2027" with "server CPU shortages reaching up to six months for Intel and 8-12 weeks for AMD"
$TSM is also increasing capex in response to this shortage.
"The main reason behind the fear is the simultaneous outbreak of CPU and AI ASIC demand; inventory currently includes Intel, AMD mainstream generation CPU, and $NVDA's upcoming Vera CPU, all using 3nm process
Looks like we've come full circle?
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