要旺要紅就買旺宏!

今天外資大賣超!

不只烙賽了!

還挫青屎!
想說是低點了,早上當沖失敗 ,小賠出場,1點後竟然還有更低,川普真是害人不淺
感覺目前旺宏就是要朝向自駕車方向走嗎?高品質高毛利嗎?

Macronix Secure Flash Memory Integrated in NVIDIA’s Next-Generation Autonomous Driving Platforms

Macronix Automotive-Grade ArmorFlash™ Enhances Secure Data Storage in NVIDIA DRIVE AGX Xavier and Pegasus Platforms for Level 2+ to Level 5 Systems
Date: 2019/08/06
TAIPEI, Taiwan – Aug 6, 2019 -- Macronix International Co., Ltd. (TSE: 2337) today announced that Macronix's ArmorFlash™ memory is being utilized on the NVIDIA DRIVE AGX Xavier™ and DRIVE AGX Pegasus™ autonomous vehicle computing platforms.
ArmorFlash™ brings highly secure, superior quality, and longevity of supply data storage to the demanding, competitive market for artificial intelligence (AI)-based Level 2+ advanced driver assistance systems (ADAS) through Level 5 autonomous driving (AD) solutions. NVIDIA's selection of ArmorFlash™ represents the companies' efforts to enhance data security in AD automotive-electronics applications.
"Our efforts in conjunction with NVIDIA are singularly focused on elevating the security of data in AI-based autonomous driving applications and ultimately, to enhance the safety of drivers," said Anthony Le, vice president of marketing, Macronix America. "NVIDIA's selection of Macronix ArmorFlash™ for the DRIVE AGX Xavier and Pegasus platforms is a significant achievement toward that goal."
"The ArmorFlash™ memory solution on the DRIVE AGX Xavier and Pegasus platforms can provide trusted identification, authentication and encryption features for customers' Levels 2+ through 5 autonomous driving security requirements," said Gary Hicok, senior vice president of hardware develoment at NVIDIA. "This will help provide the building blocks for customers to create higher levels of safety in the next generation of connected and automated vehicles."
ArmorFlash™ offers a combination of mature security technologies, including unique ID, authentication and encryption features. This rich blend of features enables superior levels of security in a high-density memory device to prevent data from being compromised. On the NVIDIA DRIVE platforms, the ArmorFlash™ device provides trusted NVM storage of encrypted and integrity-protected assets. The ArmorFlash™ supports secure communication channel and protocol with the NVIDIA Xavier system-on-a-chip (SOC) via cryptographic operations, integrity checks, and additional measures against certain security protocol attacks.
The global ADAS market is expected to exceed $67 billion by 2025, fueled by a compounded annual growth rate of 19 percent, according Grand View Research, Inc. The research company attributes the growth to increasing government initiatives mandating driver assistance system to lower road accidents and cites expanding adoption of ADAS in small cars as a factor boosting market demand.

For additional information on the NVIDIA DRIVE autonomous-vehicle platforms, please go to www.nvidia.com/drive. For more information on Macronix's ArmorFlash™ line of secure data storage, please go to http://www.macronix.com/en-us/products/Pages/ArmorFlash.aspx.

Editorial contacts
Macronix HQ:
Michelle Chang
Director
Corporate Communication Office
Macronix International Co., LTD.
Tel: +886-3-578-6688 ext. 71233
Fax: +886-3-666-3169
Email: [email protected]

US:
Jerry Steach
CommonGround Communications (for Macronix)
Tel: 415.222.9996
Email: [email protected]

About Macronix
Macronix, a leading integrated device manufacturer in the non-volatile memory (NVM) market, provides a full range of NOR Flash, NAND Flash, and ROM products. With its world-class R&D and manufacturing capability, Macronix continues to deliver high-quality, innovative and performance-driven products to its customers in the consumer, communication, computing, automotive, networking and other market segments. Find out more at www.macronix.com.
山中小王 worte:
感覺目前旺宏就是要朝...(恕刪)


這個毛利應該不會太高
32Mb NOR,不是256Mb

我沒聽說有老旺有更高階NOR的開發計畫
最先進製程大概是七八年前的事
後面的人其實已經默默的追上老旺了
而目前主流主機板使用的BIOS也朝高容量(>128Mb)發展,老旺在NOR這塊的營收佔比非常高,卻默默的放棄了原本NOR的領導的地位,個人是覺得滿可惜的。
七月過30億
為什麼最近旺宏那麼弱勢呢
旺宏 華邦電 都不行了
外資現在是壓寶南亞科嗎?...
阿基0321 wrote:
旺宏 華邦電 都不行...(恕刪)


今天漲了8%,是漲怎樣啊?
https://www.chinatimes.com/realtimenews/20190906004153-260410?chdtv

記憶體大廠旺宏電子(2337)2019年8月合併營收達37.91億元,創下十個月以來新高,較7月的30.35億元續增24.9%,也較2018年同期增加17.2%,為今年以來,首度單月營收年增率轉正。

本季為傳統最旺的一季,旺宏7月加8月營收已超過第二季實績的90%,預計第三季營收可望超過95億元,季增率上看三成以上。旺宏2019年1月至8月合併營收為203.34億元,較2018年同期242.23億元,減少16.1%。

第三季迎旺季,公司看好旺季效應。旺宏7月營收回升至30億元以上水準,為30.35億元,創下去年12月以來新高,8月營收再攀升,創下去年11月以來新高紀錄。

旺宏7月加8月營收共計約68.26億元,達到今年第二季營收74.79億元的91.3%,預料第三季營收將續揚,季增率挑戰三成以上。

旺宏電子於7月下旬舉行法人說明會,總經理盧志遠表示,目前記憶體IC價格回穩,第三季向來是公司旺季,各項產品線的需求均增加,產品價格穩定以及上半年認列之跌價損失有機會回轉,可望樂觀看待第三季營運。

旺宏今年第一季營運已落底。回顧第二季,旺宏電子2019年第二季營收為74.79億元,季增約24%,毛利率季增2個百分點至27%,稅後淨利為2.64億元,季增86%,每股稅後盈餘為0.14元。以產品比重來看,快閃記憶體(Flash)、唯讀式記憶體(ROM)出貨分別占旺宏第二季營收的63%、29%。

(時報資訊)

PS
聽說這個月的業績跟8月也差不多,去年也是創新高,不知今年會不會創去年9月新高
https://tw.stock.yahoo.com/news/%E5%8D%8A%E5%B0%8E%E9%AB%94-%E6%97%BA%E5%AE%8F19%E5%A5%88%E7%B1%B3slc-nand%E9%87%8F%E7%94%A2-%E9%A6%96%E6%94%BB%E7%BE%8E%E5%9C%8B%E6%A9%9F%E4%B8%8A%E7%9B%92%E5%B8%82%E5%A0%B4-085652938.html

【時報記者沈培華台北報導】旺宏 (2337) 19奈米SLC NAND Flash已正式量產出貨,首批產品主要供應美國機上盒(STB)大廠客戶,將逐步貢獻營收;此外,3D NAND Flash進行研發中,預計2021年量產。

旺宏董事長吳敏求今日表示,隨著系統趨於複雜,機上盒需要高密度記憶體,但若採用編碼型快閃記憶體(NOR Flash)價格昂貴,旺宏最新技術19奈米儲存型快閃記憶體(SLC NAND Flash)順利獲美國STB客戶採用,且量還不少。吳敏求說,首批供應STB運用的19奈米SLC NAND Flash是4GB產品,未來19奈米SLC NAND Flash將逐步擴及工業等應用領域。在3D NAND Flash研發方面,吳敏求指出,預計2年後完成產品開發。

旺宏去年以來投入之資本支出主要用於提升製程,規畫將NAND Flash的12吋製程技術,由36奈米全面提升至19奈米,以及3D NAND Flash研發。19奈米SLC NAND Flash首批產品已順利出貨予美國機上盒(STB)大廠客戶,預計第3季起量產並貢獻營收。

在另一主要產品NOR Flash市場部分,吳敏求表示,目前價格穩定,下半年為傳統旺季,需求較上半年佳。
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