Ryan Leung 梁興盛, CFA
@RYANHINGSHING
buyside equity analyst. Tech/Fin Not investment advice. Do your own research. DM open/用Twitter只為交友 廣東鐵粉/Guangdong food propagandist
1.2K Following 12.6K Followers
Perhaps I should write more of the ion exchange waveguide piece I promised you sooner, @RYANHINGSHING.
@RYANHINGSHING @lithos_graphein @ShanghaoJin @orstep3oxj @xueyuanjoey 950 is a 400 mm2 die
33% smaller than 910B
@lithos_graphein @ShanghaoJin @orstep3oxj @xueyuanjoey Yes, that’s what I calculated in the past.
I think he wanted to calculate the cost of a larger chip like the Ascend 910B this time. So, I think the cost of a wafer is ~1.4x–1.5x, and SMIC’s yield could be 1/2 to 1/3 of TSMC’s. In this case, it could be 3x–4.5x? 🤔
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@lithos_graphein @ShanghaoJin @orstep3oxj @xueyuanjoey Yes, that’s what I calculated in the past.
I think he wanted to calculate the cost of a larger chip like the Ascend 910B this time. So, I think the cost of a wafer is ~1.4x–1.5x, and SMIC’s yield could be 1/2 to 1/3 of TSMC’s. In this case, it could be 3x–4.5x? 🤔
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This is super bullish news for OAI.
Biblical $SIVE… you were warned
IMO, it’s very bullish for Tencent $TCEHY .
People will spend more time on the Tencent ecosystem. Btw, tencent’s WeChat Channels(視頻號) has improved DAU/MAU recently
