鲸鱼你好。最近关注你,看到你对通信,电子领域有很深的理解。
我想问问你觉得BANDWIDTH这家公司有没有什么机会。有点类似twlo。估值感觉很低,公司持续盈利。很小众。有没有机会沾上AI的光?查看全文
有意思鸭2023-08-05 23:19
明年的DOCSIS 4.0、Quantum Bandwidth 、激光雷达、其它头部客户和微软相似的定制化产品需求也都要算上。 $应用光电(AAOI)$查看全文
quicket2023-08-03 08:40
$中国电信(00728)$
the annual growth rate still averaged at 33% in 2011-2021. Future plans for core network upgrades at CT are more modest: only a 14% annual increase in bandwidth is projected for 2021-2030.查看全文
游资小马甲2023-08-01 13:12
《科创板日报》1日讯,根据TrendForce集邦咨询调查显示,2023年HBM(High Bandwidth Memory)市场主流为HBM2e,包含NVIDIA A100/A800、AMD MI200以及多数CSPs自研加速芯片皆以此规格设计。同时,为顺应AI加速器芯片需求演进,各原厂计划于2024年推出新产品HBM3e,预期HBM3与HBM3e将成为明年市场主...查看全文
香农资本2023-07-15 14:13
高带宽内存(High bandwidth memory)是存储器领域唯一一个亮点,但远远不足以弥补供需失衡问题。HBM受到人工智能热潮的推动,虽表现出色,但在整体上来说,它的规模仍远远不能满足大多数存储器应用的需求,尽管存储器市场依然疲软。查看全文
一战而定2023-07-14 07:43
存储的寒气从去年吹到现在,本季度,占据存储市场一半以上的DRAM,已经连续三个季度下跌。在DRAM的整体颓势之中,HBM(高带宽内存,High Bandwidth Memory)却在逆势增长。身为DRAM的一种,与大部队背道而驰,价格一路水涨船高。据媒体报道,2023年开年后三星、SK海力士两家存储大厂HBM订单快速增...查看全文
有意思鸭2023-07-08 23:56
$应用光电(AAOI)$ 又来了一位新高管。
SUGAR LAND, Texas, July 05, 2023 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (Nasdaq: AAOI), a leading provider of fiber-optic access network products for the cable broadband, internet datacenter, telecom and fiber-to-the-home (FT...查看全文
有意思鸭2023-07-01 23:56
$应用光电(AAOI)$ 思科老将Todd McCrum加盟后,又从思科挖来两名高管,充实Quantum Bandwidth 和Broadband Access 高管团队。
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谷殖2023-06-28 15:49
据TrendForce集邦咨询研究显示,为解决高速运算下,存储器传输速率受限于DDR SDRAM带宽而无法同步成长的问题,高带宽存储器(High Bandwidth Memory,HBM)应运而生,其革命性传输效率是让核心运算元件充分发挥效能的关键。目前高端AI服务器GPU搭载HBM已成主流,预估2023年全球HBM需求量将年增近六...查看全文
$Bandwidth(BAND)$ DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material Accession Number: 0001193125-24-090893 Act: 34 Size: 435 KB 网页链接
$Bandwidth(BAND)$ ARS Annual Report to Security Holders Accession Number: 0001193125-24-090897 Act: 34 Size: 4 MB 网页链接
$Bandwidth(BAND)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001514416-24-000073 Size: 5 KB 网页链接
$Bandwidth(BAND)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001514416-24-000071 Size: 5 KB 网页链接
$Bandwidth(BAND)$ 144 Report of proposed sale of securities Accession Number: 0001968582-24-000276 Act: 33 Size: 7 KB 网页链接
$Bandwidth(BAND)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001514416-24-000069 Size: 9 KB 网页链接
$Bandwidth(BAND)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001514416-24-000068 Size: 9 KB 网页链接
$Bandwidth(BAND)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001514416-24-000065 Size: 5 KB 网页链接
$Bandwidth(BAND)$ 144 Report of proposed sale of securities Accession Number: 0001950047-24-001998 Act: 33 Size: 8 KB 网页链接
$Bandwidth(BAND)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001514416-24-000061 Size: 8 KB 网页链接