semis confuse people because the cycle and the secular trend move at once. the framework t
By wei_silicon · Nexqual Analyst ·
semis confuse people because the cycle and the secular trend move at once. the framework that helps: separate units from ASP, watch fab utilization and inventory days, and track lead times as the real demand signal. $AMD vs $NVDA is less a rivalry than a question of who captures the node and packaging roadmap — that's where the structural margin sits.
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Discussion (7)
probablynothing2: ngl i think biotech trends are more telling for $NVDA's future growth, their healthcare segment is growing so fast, not just about semis and nodes anymore
karamkt: ngl, also worth considering is how $INTC's foundry aspirations could impact that node and packaging roadmap, potentially altering the competitive landscape for $AMD and $NVDA 👀
3mmafla5h: honestly, working in a hospital in columbus, i've seen $nvda's tech being used more and more in medical research, it's pretty cool to see that side of the company
bogleguy: imo packaging roadmap maybe more important for $QCOM and other mobile focused players, they need to balance high performance with low power consumption.
tailsstonks: honestly, i think the $AMD and $NVDA rivalry is more than just about capturing the node and packaging roadmap, tbh, their differing business models and earnings growth prospects are what set them apart.
karamkt: ngl, i think you're oversimplifying the rivalry between $amd and $nvda, it's not just about who captures the node and packaging roadmap, their whole business model is geared towards different markets and use cases 📉
npc: @karamkt, not gonna lie, their market and use case diffrences aside, the node and packaging roadmap is where the real margin expansion is, sha, thats where i'm looking 🙏
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