这篇当天在Seeking Alpha看到就受不了 我也在底下回了一段
这个作者是有名的Intel粉 已经看到标题就知道是他写的
平常在Intel股票页面吹就算了
这次是跑到TSMC页面去讲TSMC准备当老三 想当然尔被满满的评论洗脸
连他引用SemiWiki数据
SemiWiki官方帐号都上去回说数据不是这样用的 XD
看这位作者今年文章的标题就知道是死忠铁粉
Nov 30 TSMC To Fall Behind Both Intel, Samsung By 2024
台积电在2024年会落后Intel.三星
Nov 23 Intel One-Ups Tesla Autopilot With (Semi-)L4 Launch
Intel在L4自动驾驶上领先特斯拉 (注: 这是被Intel并购Mobileye的业务)
Nov 3 Intel Q3: Very Bullish 7nm News
Intel第三季:非常乐观的7奈米进展
Aug 31 Intel Vs. TSMC: Process Technology Leadership Is More Than Transistor
Density
Intel对决台积电: 制程技术领先不只是看电晶体密度 (注:要吹Superfin)
Aug 14 Intel Against $5T Big Tech: The Clear Winner
Intel对决总市值5兆的科技巨头(微软.脸书.Google...): Intel是显而易见的赢家
Aug 11 Intel Tiger Lake Will Likely Crush AMD
Intel的Tiger Lake应会把AMD击垮
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
据报导AMD Epyc处理器的拓展在肺炎影响下遇到强烈的逆风
Jul 20 Intel: Low Bar To Crush Earnings
Intel能轻松地在营收表现上吓死人
Jul 5 Intel: Gains Are Amassing
Intel发大财
Jul 1 Intel: Ignore Apple, Buy The Dip
不要管Apple，买Intel
Jun 4 Valuing Intel Like Its Peers Yields A $210 Price Target
如果用同样衡量其他公司的角度看Intel，合理的价格目标是210元 (注:目前50元)
May 22 Nvidia's Ampere Will Have A Hard Time Against Intel's Upcoming GPUs
老黄的Ampere对Intel接下来的GPU产品将有一番苦战
May 9 Intel: Now Is The Time To Renew Foundry Commitment
是时候重新评估Intel帮人代工的可能 (注:Intel的技术起来了，可以和GG一战)
Apr 21 Taiwan Semiconductor Manufacturing Company Losing Its Process
Leadership To Intel
台积电的技术领先地位被Intel干掉
Mar 21 AMD Drops A (Smaller) Bomb On The 5G Network, But Won't Reach 10%
Share In Q2
AMD在5G业务放下一颗小小炸弹，但第二季还摸不到市占10%的边 (注:指Epyc)
Feb 4 Nvidia Faces Huge Threat From Intel's Chiplet GPU Approach
Nvidia将会面临Intel chiplet GPU策略的巨大威胁
Jan 20 Intel: PC Strength Could Lead To Q4 Beat
Intel在PC市场的霸气会持续到第四季
Jan 14 Intel To Lead The AI Revolution Over The Next Decade
Intel在下一个十年会引领AI的革命