Technology: breaking the hegemony that monopolizes the world

And how many years has the Titan processor been released?

Under such an unstoppable trend of ebb and flow, whether Nvidia can retain half of its current active users in less than five years is still unknown.

The column analysts of the "Wall Street Journal" believe that the sales of high-performance processor companies such as AMD, NVIDIA, and Intel will soften in 2022. So some stocks will be hit.

The column analyst said it very euphemistically, just like ordinary people seeing lightning, thunder, and violent storms a few kilometers away, and the weather forecaster on the TV in front of them is still saying that there will be showers in the local area.

The oil rats that the main organization has already smelled have already started to run away.

On August 9, the stock price of Advanced Micro Devices (AMD) fluctuated and fell. As of the close, the stock fell 8.29% to $109.34.

Analysts at Barclays downgraded the stock to "hold."

The analyst wrote: "AMD still has room to improve its share of the client market and the server market this year, and while we see room for growth of 31% this year, the problem lies in 1023 as we see several terminal The cyclical risk of the market."

He pointed out that shipments of PC components have risen, but the computer market is no longer the game field of AMD, Intel, and Nvidia.

The entry of Pingguo, Jiuzhou Technology, Xiawei and other enterprises will inevitably lead to great changes in the market share of enterprises.

Barclays analysts also believe that Daxia’s entertainment products are eroding the Western entertainment market. As long as the production capacity of Titan processors and the restrictions imposed by Lingjing Ecology on Nvidia and other enterprise products are resolved, AMD’s customized chips for video game consoles in 1023 and 1024 Business will take a major hit. Although he thinks AMD is in a good position in the server market, he doesn't think the continued growth of this business will be enough to offset potential difficulties in other areas, and there are also competing products such as the Rocky X1 server in Daxia.

Coincidentally, the "Big Morgan" in the financial circles, Morgan Stanley analyst Eric of New York's international financial services company issued a similar warning in a report.

He downgraded the ratings of Hewlett-Packard and Dell, the two largest PC makers in the United States, and also advised clients to reduce their positions in semiconductor companies.

The influence of this report is not insignificant. Under market sentiment, as of the close on August 9, HP fell 6.54% to $36.3; Dell fell 7.6% to $50.19.

Even so, it's not over yet.

Morgan Stanley analyst Eric also pointed out on August 10th: "European and American semiconductor companies are becoming more and more cautious about the outlook for IT hardware in the rest of this year. , and further multiple compressions are increasingly likely."

Subsequently, Eric downgraded Dell's rating from "outperform" to "perform" and lowered the target price from $66 to $59; at the same time, he downgraded HP's rating from "perform" to "underperform". Large Cap," lowering the price target to $30 from $34.

Dell and Hewlett-Packard are naturally outraged by such "defamation".

Although the two of them do not have the hard power to develop and manufacture graphics cards and CPUs, they are still the top two computer manufacturers in the world!

Why are Nvidia and AMD not doing their job well, but let them bleed? !

The two companies are naturally not the ones who are willing to cut their meat for nothing.

the next day.

Great summer time, August 11th.

Also known as the "three major newspapers" in the United States, the New York Times, the Los Angeles Times, and the Washington Post, as well as the Chicago Daily News, the Christian Science Monitor, and the New York Herald Tribune, etc. The columnists of the newspaper and Bloomberg, like taking laxatives, frantically rushed to publish articles.

"The Inflection Point of the Graphics Card Market Has Arrived", "The Midwinter of Semiconductor Companies Has Arrived", "Nvidia's Graphics Card Empire Is About to Collapse", "The Eastern Lion Wakes Up, Who Will Become Its First Blood Food?" ", "Economic War? Technology war! ", "Technology Transfer in the New Century", "The Old Pattern Was Broken by Disruptors", "Technology: Breaking the Global Monopoly Hegemony"...

Overwhelming media publications, expert interpretations, reporter investigations, and moderators' readings not only confuse people in the financial and manufacturing industries, but also make investment banks scratch their heads and blow up their phone calls.

In the U.S. stock market on Monday (August 15), Nvidia’s stock price fell sharply again, now down more than 8%, to $119 per share. An investment bank downgraded Nvidia's rating from "outperform" to "neutral" before the market and slashed its target price, citing concerns about order cancellations.

And some senior analysts pointed out that some business users and consumers have begun to cancel orders from companies such as Nvidia and AMD, and these companies may face the risk of "excess inventory" and the elimination of technical versions.

Preliminary results from IDC's Worldwide Quarterly Personal Computing Device Tracker on Monday afternoon showed that worldwide shipments of traditional PCs, which include desktops, notebooks and workstations, fell 5.1 percent in the first quarter of 1022 and fell 6.2 percent in the second quarter. %, exceeding previous forecasts.

As an important hardware part of the computer host, the graphics card is a chip on the graphics card, which is the flagship product of Nvidia.

According to the survey of relevant agencies, since the second quarter of 1021, the income of graphics card dealers has been "lower than seasonal income". This phenomenon has slowed down after companies such as Nvidia and AMD formed an alliance.

However, the shrinking market and the reduction in dealer income have not been stopped. Not only has the market price of graphics cards dropped by 30% month-on-month, but the price level has returned to the beginning of 2020. Even the supply chain, to provide warranty service, saw a 29% drop in profit margins.

I don't know which evil wind is blowing up, and more than one investment bank and financial institution have changed their attitudes towards the past leading companies in the semiconductor industry.

On Tuesday morning, investment bank Truist lowered its price targets for Nvidia, AMD, and Intel, and the bank even told investors quite bluntly that it had found "conclusive evidence of order reduction."

"While the performance of the semiconductor industry has been strong in the previous decade, the second half of this year and 1023 will start to show a turning point," said the bank's senior analyst.

In addition, the Titan processor of Kyushu Technology was "actually" put on the bright side in the reports of some organizations.

"According to the survey, Daxia Kyushu Technology's processor business development trend is 'very strong', and it is likely to have a year-on-year revenue peak in the second half of 1022. Synchronized with it, Daxia's semiconductor business development trend is also very strong'.

Nasdaq needs companies with more potential to join. Kyushu Technology's global industrial layout is extremely bad, and it needs a large amount of funds to help companies develop. "