第八大巨头博通即将于下周四盘后公布财报,市场对其寄予厚望。此前公布财报的芯片股中,英伟达,台积电两家万亿巨头交出了不错的答卷,AMD,应用材料,英特尔和另外一家定制芯片公司迈威尔科技的业绩不及预期。那么,作为市值和AI GPU市占率第二的巨头博通又会怎么样呢?是不是能像英伟达台积电那样继续领跑行业呢?博通给出的Q2指引是营收149亿美元,略高于预期的146亿美元。其中半导体营收预期84亿美元,同比...
Source Link第八大巨头博通即将于下周四盘后公布财报,市场对其寄予厚望。此前公布财报的芯片股中,英伟达,台积电两家万亿巨头交出了不错的答卷,AMD,应用材料,英特尔和另外一家定制芯片公司迈威尔科技的业绩不及预期。那么,作为市值和AI GPU市占率第二的巨头博通又会怎么样呢?是不是能像英伟达台积电那样继续领跑行业呢?博通给出的Q2指引是营收149亿美元,略高于预期的146亿美元。其中半导体营收预期84亿美元,同比...
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