25.02.2021., 22:25
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#4158
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McG
Datum registracije: Feb 2014
Lokacija: Varaždin
Postovi: 8,305
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Nažalost ništa se pretjerano neće promijeniti po pitanju nestašice, zaliha, ponude i potražnje, jer apsolutno svi zarađuju ogromne nofce, dok nVidiju tak jasno fino zaboli za gamere i kud idu njihove GeForce kartice, dokle god se sve prodaje. 
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nVidia this afternoon closed the book on another record fiscal year, announcing their FY 2021 and Q4 2021 earnings results for the company. The big, earnings-related question on everyone’s mind is how much Ethereum mining contributed to nVidia’s bottom-line for Q4; and the answer to that remains nebulous. To that end, nVidia’s very uncertain ballpark estimate is that mining drove $100mil to $300mil in revenue for the quarter, a surprisingly small part of their overall gaming revenue. But, even if that range is right, it’s certainly been enough to tip the market scales towards empty shelves and unhappy gamers.
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Semiconductor foundry offerings are thriving due to unprecedented demand for semiconductors and processors in recent quarters. Since the demand for chips is projected to continue to exceed the constrained supply for several quarters, market observers predict that manufacturers will be busy for a long time, and beyond this, will take a long time to catch up. This is good news for foundry revenue, and may encourage others to widen their foundry offerings. For now, all foundries are benefitting from overwhelming demand, which is coming from virtually from all segments of the market. It should be noted that TSMC (and Samsung) are the two companies on this list making the most orders for next-generation EUVL machines from ASML for leading edge process node development. ASML's latest reports state that the company has 40+ back-orders in the pipeline globally, and expects to build 35+ machines through 2021. GlobalFoundries is experiencing high capacity utilization rates and is projected to increase its sales by 8% year-over-year in the first quarter. TrendForce attributes its ongoing success to orders from the automotive industry as well as from the U.S. Department of Defense.
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