這篇當天在Seeking Alpha看到就受不了 我也在底下回了一段
這個作者是有名的Intel粉 已經看到標題就知道是他寫的
平常在Intel股票頁面吹就算了
這次是跑到TSMC頁面去講TSMC準備當老三 想當然爾被滿滿的評論洗臉
連他引用SemiWiki數據
SemiWiki官方帳號都上去回說數據不是這樣用的 XD
看這位作者今年文章的標題就知道是死忠鐵粉
Nov 30 TSMC To Fall Behind Both Intel, Samsung By 2024
台積電在2024年會落後Intel.三星
Nov 23 Intel One-Ups Tesla Autopilot With (Semi-)L4 Launch
Intel在L4自動駕駛上領先特斯拉 (註: 這是被Intel併購Mobileye的業務)
Nov 3 Intel Q3: Very Bullish 7nm News
Intel第三季:非常樂觀的7奈米進展
Aug 31 Intel Vs. TSMC: Process Technology Leadership Is More Than Transistor
Density
Intel對決台積電: 製程技術領先不只是看電晶體密度 (註:要吹Superfin)
Aug 14 Intel Against $5T Big Tech: The Clear Winner
Intel對決總市值5兆的科技巨頭(微軟.臉書.Google...): Intel是顯而易見的贏家
Aug 11 Intel Tiger Lake Will Likely Crush AMD
Intel的Tiger Lake應會把AMD擊垮
Aug 10 AMD Is Not Half An Intel
AMD市值不到Intel的一半
Jul 24 AMD Reportedly Facing Significant Epyc Adoption Headwind From COVID-19
據報導AMD Epyc處理器的拓展在肺炎影響下遇到強烈的逆風
Jul 20 Intel: Low Bar To Crush Earnings
Intel能輕鬆地在營收表現上嚇死人
Jul 5 Intel: Gains Are Amassing
Intel發大財
Jul 1 Intel: Ignore Apple, Buy The Dip
不要管Apple，買Intel
Jun 4 Valuing Intel Like Its Peers Yields A $210 Price Target
如果用同樣衡量其他公司的角度看Intel，合理的價格目標是210元 (註:目前50元)
May 22 Nvidia's Ampere Will Have A Hard Time Against Intel's Upcoming GPUs
老黃的Ampere對Intel接下來的GPU產品將有一番苦戰
May 9 Intel: Now Is The Time To Renew Foundry Commitment
是時候重新評估Intel幫人代工的可能 (註:Intel的技術起來了，可以和GG一戰)
Apr 21 Taiwan Semiconductor Manufacturing Company Losing Its Process
Leadership To Intel
台積電的技術領先地位被Intel幹掉
Mar 21 AMD Drops A (Smaller) Bomb On The 5G Network, But Won't Reach 10%
Share In Q2
AMD在5G業務放下一顆小小炸彈，但第二季還摸不到市佔10%的邊 (註:指Epyc)
Feb 4 Nvidia Faces Huge Threat From Intel's Chiplet GPU Approach
Nvidia將會面臨Intel chiplet GPU策略的巨大威脅
Jan 20 Intel: PC Strength Could Lead To Q4 Beat
Intel在PC市場的霸氣會持續到第四季
Jan 14 Intel To Lead The AI Revolution Over The Next Decade
Intel在下一個十年會引領AI的革命