Post
sallu1996
*Why it’s booming:*
1. *AI / HPC dominance:* High-Performance Computing = 68% of revenue, up from 57% last year and up 22% QoQ. Smartphones only 21%
2. *Advanced nodes = 79% of wafer revenue:*
- 2nm: 8% (vs 3% in Q2) — ramp is accelerating
- 3nm: 33%, 5nm: 28%, 7nm: 10%
3. *Pricing power:* Operating margin beat its own 58% forecast upper bound
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,786.4+0.00%
ETH/USDTEthereum
$2,234.35+0.00%
SOL/USDTSolana
$89.34+0.00%
Today’s market buzz
1#Federal Reserve officials say inflation remains the biggest risk
2#US stock AI sell-off causes Nasdaq to evaporate $2.3 trillion in a single day
3#BlackRock IBIT single-day net outflow of $405 million hits a four-month high