破防!晶圆厂市盈率超英伟达!

芯榜
Jan 02

高塔半导体 CEO:“英特尔是我们明确的竞争对手”一、Tower市值崛起:从收购遗憾,到市值巅峰英特尔50亿美元收购计划失败两年后,Tower首席执行官拉塞尔·埃尔旺格(Russell Ellwanger)接受采访,解释称,公司加大硅光子技术投入使其与原潜在收购方英特尔成为直接竞争者,并强调公司AI驱动的增长是结构性的,非市场炒作。“几周前我在Tower员工餐厅与两位员工闲聊,问他们对公司的感受。...

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