半導體 - 討論區1 - 巴菲特班洪瑞泰 (Michael On)

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kaka

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#16

發表於 2018-2-10 15:07 資料私人訊息

台股..漢唐(台股 2404)

http://www.uisco.com.tw

https://tw.stock.yahoo.com/d/s/company_2404.html

營收比重

系統整合98.41%、維護1.03%、設計業務及產品銷售0.56% (2016年)

http://www.uisco.com.tw

關於漢唐：

漢唐集成是一個以「全面性整合服務」方式提供工程建設的公司。我們專業提供高科技產業建廠之系統集成設計與建造的需求。

我們的服務包括工程顧問，高科技廠房無塵室的設計與施工、空調系統、電力系統、中央監控系統、二次配工程等等所有相關工程的整合服務。

我們所提供的統包服務不僅從規劃、設計、採購、工程施工、機台二次配還有運轉與調適與維護的相關售後服務來協助我們的客戶

總而言之，我們努力成為一個一站式的公司來滿足我們的客戶所有的建廠需求。

kaka

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#17

發表於 2018-2-10 17:03 資料私人訊息

美國..電子通路業..Avnet 安富利 (美股 AVT)

http://www.avnet.com

https://www.avnet.com/wps/portal/apac/company/about-avnet/overview/

靈動致遠
Changing faster to reach further - Body1

技術的下一個奇跡源于靈感。今天只是紙巾上勾勒的一個草圖，也許只存在紙面上的可能性，但明天卻可能改變世界–安富利為此盡其綿薄之力。

作為全球最大的電子元器件和嵌入式解決方案分銷商之一，我們始終致力於跟進市場和需求的不斷變化。隨著最近收購Premier Farnell和 Hackster.io，我們建立起涵蓋全球廠商和製造前所未有的龐大供貨網路。

目前，我們為世界各地每一個角落規模不一的客戶提供設計、製造、供應和交貨支援–無論您的產品處於構想階段、實現量產，還是處於其間任何一點。安富利具有加快產品率先上市的靈活性，與全球最受信賴科技企業有著近一個世紀的緊密關係，能夠説明將無人知曉的概念變成眾所周知的產品。

https://en.wikipedia.org/wiki/Avnet

Avnet, Inc. is one of the world's largest distributors of electronic components and embedded solutions and is headquartered in Phoenix, Arizona.

Although the corporation's products have been an important part of computer networking, the corporate name is neither an acronym nor a coined word, and dates from nearly a century ago, when it was founded by Charles Avnet in 1921. After its start on Manhattan's Radio Row, the company became incorporated in 1955 and began trading on the New York Stock Exchange in 1961.

Avnet currently ranks #108 on the Fortune 500 and #414[4] on the Fortune Global 500, reporting FY 2017 revenues of $17.4 billion.[5]

https://finance.google.com/finance?q=NYSE%3AAVT&ei=UqN-Wrn8CI_k0wSez5kI

Avnet, Inc. is a distributor of electronic components, enterprise computer, networking and storage products and software, and embedded subsystems.

The Company operates through Electronics Marketing (EM) segment. The EM segment markets and sells semiconductors; interconnect, passive and electromechanical devices (IP&E), and embedded products to a customer base serving various end markets.

The Company creates a link in the technology supply chain that connects electronic component and computer product manufacturers and software developers with a customer base of original equipment manufacturers (OEMs), electronic manufacturing services (EMS) providers, original design manufacturers (ODMs), systems integrators (SIs), independent software vendors (ISVs) and value-added resellers (VARs). The Company distributes electronic components, computer products and software, as received from its suppliers or through a customized solution, and offers assembly and other services.

[ 本帖最後由 kaka 於 2018-2-10 16:10 編輯 ]

kaka

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#18

發表於 2018-2-10 17:48 資料私人訊息

美國..半導體..Skyworks Solutions (美股 SWKS)

http://www.skyworksinc.com

http://www.skyworksinc.com/ProductsLanding.aspx

http://www.skyworksinc.com/About.aspx

Skyworks Solutions, Inc. is empowering the wireless networking revolution.

Our highly innovative analog semiconductors are connecting people, places and things spanning a number of new and previously unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets.

Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® and Nasdaq-100® market indices (NASDAQ: SWKS).

https://en.wikipedia.org/wiki/Skyworks_Solutions

Skyworks Solutions, Inc. is an American semiconductor company headquartered in Woburn, Massachusetts, United States.

Skyworks manufactures semiconductors for use in radio frequency (RF) and mobile communications systems.

Its products include power amplifiers, front-end modules and RF products for handsets and wireless infrastructure equipment.[1]

The company's portfolio includes amplifiers, attenuators, circulators, demodulators, detectors, diodes, directional couplers, front-end modules, hybrids, infrastructure RF subsystems, isolators, lighting and display solutions, mixers, modulators, optocouplers, optoisolators, phase shifters, PLLs/synthesizers/VCOs, power dividers/combiners, power management devices, receivers, switches and technical ceramics.

https://finance.google.com/finance?q=NASDAQ%3ASWKS&ei=Eb1-WvCNC4TK0wSGoA0

Skyworks Solutions Inc. designs, develops, manufactures and markets semiconductor products, including intellectual property.

The Company's analog semiconductors are connecting people, places, and things, spanning a number of new and unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets.

Its geographical segments include the United States, Other Americas, China, Taiwan, South Korea, Other Asia-Pacific, Europe, Middle East and Africa.

It operates throughout the world with engineering, manufacturing, sales and service facilities throughout Asia, Europe and North America.

It is engaged with key original equipment manufacturers (OEM), smartphone providers and baseband reference design partners.

Its product portfolio consists of various solutions, including amplifiers, attenuators, detectors, diodes, filters, front-end modules, hybrid, mixers, switches, and modulators.

[ 本帖最後由 kaka 於 2018-2-10 17:54 編輯 ]

kaka

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#19

發表於 2018-2-10 18:04 資料私人訊息

美國..半導體..Texas Instruments 德州儀器(美股 TXN)

http://www.ti.com

http://www.ti.com/corp/docs/company/home.html

https://zh.wikipedia.org/wiki/%E5%BE%B7%E5%B7%9E%E4%BB%AA%E5%99%A8

德州儀器（英語：Texas Instruments, TI，NASDAQ：TXN）是一家位於美國德克薩斯州達拉斯的跨國公司[4]，以開發、製造、銷售半導體和計算機需要技術聞名於世，主要從事數位訊號處理與模擬電路方面的研究、製造和銷售。它在25個國家有製造、設計或者銷售機構。

德州儀器是世界第三大半導體製造商[5]，僅次於英特爾，三星；是行動電話的第二大晶片供應商，僅次於高通；同時也是在世界範圍內的第一大數位訊號處理器（DSP）和模擬半導體元件的製造商[6]，其產品還包括計算機、微控制器以及多核處理器。德州儀器居世界半導體公司20強。

德州儀器於1951年建立。它由地球物理業務公司（Geophysical Service Incorporated, GSI）整組而產生。這家公司最初生產地震工業和國防電子的相關裝置。

TI於20世紀50年代初開始研究電晶體，同時也製造了世界上第一個商用矽電晶體。

1954年，TI研發製造了第一台電晶體收音機，1958年，在TI中新研究實驗室工作的Jack Kilby發明了積體電路。

1961年，TI為美國空軍製造了第一台積體電路電腦。50年代末期，TI開始研究紅外線技術，隨後TI涉足製造飛彈和炸彈的雷達系統，導航和控制系統。世界上第一台可攜式計算機由TI於1967年發明。

20世紀70、80年代公司業務集中於家用電子產品，如數字鐘錶、電子手錶、可攜式計算機、家用電腦以及各種傳感器。

1997年公司將其國防業務出售給了美國雷神公司。2007年，德州儀器被認為是世界上最大的道德企業之一[7]。

2011年收購美國國家半導體（National Semiconductor）之後，TI擁有由約45000種模擬電路產品及客戶設計工具組成的投資組合[8]，這使TI成為世界上最大模擬電路元器件生產廠商。

2011年TI在財富500強中位列第175名。TI旗下業務有兩個主要分支：半導體（SC）和教育技術（ET），其中半導體業務創造了公司收益的約96%。

https://en.wikipedia.org/wiki/Texas_Instruments

Texas Instruments Inc. (TI) is an American technology company that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally.[4]

Headquartered in Dallas, Texas, United States, TI is one of the top ten semiconductor companies worldwide, based on sales volume.[5]

Texas Instruments's focus is on developing analog chips and embedded processors, which accounts for more than 85% of their revenue.[6] TI also produces TI digital light processing (DLP) technology and education technology[6] products including calculators, microcontrollers and multi-core processors. To date, TI has more than 43,000 patents worldwide.[7]

Texas Instruments emerged in 1951 after a reorganization of Geophysical Service Incorporated, a company founded in 1930 that manufactured equipment for use in the seismic industry, as well as defense electronics.[8] TI produced the world's first commercial silicon transistor in 1954[9], and designed and manufactured the first transistor radio in 1954. Jack Kilby invented the integrated circuit in 1958 while working at TI's Central Research Labs. TI also invented the hand-held calculator in 1967, and introduced the first single-chip microcontroller (MCU) in 1970, which combined all the elements of computing onto one piece of silicon.[10]

In 1987, TI invented the digital light processing device (also known as the DLP chip), which serves as the foundation for the company's award-winning DLP technology and DLP Cinema.[10] In 1990, TI came out with the popular TI-81 calculator which made them a leader in the graphing calculator industry. In 1997, its defense business was sold to Raytheon, which allowed TI to strengthen its focus on digital solutions.[11] After the acquisition of National Semiconductor in 2011, the company had a combined portfolio of nearly 45,000 analog products and customer design tools,[12] making it the world's largest maker of analog technology components.

[ 本帖最後由 kaka 於 2018-2-10 18:06 編輯 ]

kaka

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#20

發表於 2018-2-10 18:17 資料私人訊息

美國..半導體..Intel Corporation 英特爾公司 (美股 INTC)

http://www.intel.com

https://www.intel.com.tw/content/www/tw/zh/company-overview/company-overview.html

https://zh.wikipedia.org/wiki/%E8%8B%B1%E7%89%B9%E5%B0%94

英特爾公司（英語：Intel Corporation，NASDAQ：INTC、港交所：4335）是世界上最大的半導體公司[4]，也是第一家推出x86架構處理器的公司，總部位於美國加利福尼亞州聖克拉拉。

由羅伯特·諾伊斯、高登·摩爾、安迪·葛洛夫，以「整合電子」（Integrated Electronics）之名在1968年7月18日共同創辦公司，將高階晶片設計能力與領導業界的製造能力結合在一起。

英特爾也有開發主機板晶片組、網路卡、快閃記憶體、繪圖晶片、嵌入式處理器，與對通訊與運算相關的產品等。「Intel Inside」的廣告標語與Pentium系列處理器在1990年代間非常成功的打響英特爾的品牌名號。[5]

英特爾早期在開發SRAM與DRAM的記憶體晶片，在1990年代之前這些記憶體晶片是英特爾的主要業務。[來源請求]在1990年代時，英特爾做了相當大的投資在新的微處理器設計上與培養快速崛起的PC工業。在這段期間英特爾成為PC微處理器的供應領導者，而且市場定位具有相當大的攻勢與有時令人爭議的行銷策略，就像是微軟公司一樣支配著PC工業的發展方向。[6][7]而Millward Brown Optimor發表的2007年在世界上最強大的品牌排名顯示出英特爾的品牌價值由第15名掉落了10個名次到第25名。[8]而主要競爭對手有AMD、NVIDIA及Samsung。

https://en.wikipedia.org/wiki/Intel

Intel Corporation (also known as Intel, stylized as intel) is an American multinational corporation and technology company headquartered in Santa Clara, California, in the Silicon Valley. It is the world's second largest and second highest valued semiconductor chip makers based on revenue after being overtaken by Samsung,[2][3] and is the inventor of the x86 series of microprocessors, the processors found in most personal computers (PCs).

Intel supplies processors for computer system manufacturers such as Apple, Lenovo, HP, and Dell. Intel also manufactures motherboard chipsets, network interface controllers and integrated circuits, flash memory, graphics chips, embedded processors and other devices related to communications and computing.

Intel Corporation was founded on July 18, 1968, by semiconductor pioneers Robert Noyce and Gordon Moore (of Moore's law fame), and widely associated with the executive leadership and vision of Andrew Grove. The company's name was conceived as portmanteau of the words integrated and electronics, with co-founder Noyce having been a key inventor of the integrated circuit (microchip). The fact that "intel" is the term for intelligence information also made the name appropriate.[4] Intel was an early developer of SRAM and DRAM memory chips, which represented the majority of its business until 1981. Although Intel created the world's first commercial microprocessor chip in 1971, it was not until the success of the personal computer (PC) that this became its primary business. During the 1990s, Intel invested heavily in new microprocessor designs fostering the rapid growth of the computer industry. During this period Intel became the dominant supplier of microprocessors for PCs and was known for aggressive and anti-competitive tactics in defense of its market position, particularly against Advanced Micro Devices (AMD), as well as a struggle with Microsoft for control over the direction of the PC industry.[5][6]

The Open Source Technology Center at Intel hosts PowerTOP and LatencyTOP, and supports other open-source projects such as Wayland, Intel Array Building Blocks, and Threading Building Blocks (TBB), and Xen.[7]

https://finance.google.com/finance?q=NASDAQ%3AINTC&ei=tsR-WvD9OcjC0wTY8iw

Intel Corporation is engaged in designing and manufacturing products and technologies, such as the cloud. The Company's segments are Client Computing Group (CCG), Data Center Group (DCG), Internet of Things Group (IOTG), Non-Volatile Memory Solutions Group (NSG), Intel Security Group (ISecG), Programmable Solutions Group (PSG), All Other and New Technology Group (NTG). It delivers computer, networking and communications platforms to a set of customers, including original equipment manufacturers (OEMs), original design manufacturers (ODMs), cloud and communications service providers, as well as industrial, communications and automotive equipment manufacturers. It offers platforms to integrate various components and technologies, including a microprocessor and chipset, a stand-alone System-on-Chip (SoC), or a multichip package. The CCG operating segment includes platforms that integrates in notebook, two in one systems, desktop computers for consumers and businesses, tablets, and phones.

kaka

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#21

發表於 2018-2-10 18:26 資料私人訊息

美國..半導體..Analog Devices (美股 ADI)

http://www.analog.com

http://www.analog.com/en/about-adi.html

https://en.wikipedia.org/wiki/Analog_Devices

Analog Devices, Inc., also known as ADI or Analog, is an American multinational semiconductor company specializing in data conversion and signal processing technology, headquartered in Norwood, Massachusetts.[2][3]

In 2012, Analog Devices led the worldwide data converter market with a 48.5% share, according to analyst firm Databeans.[4]

The company manufactures analog, mixed-signal and digital signal processing (DSP) integrated circuits (ICs) used in electronic equipment.[5][6]

These technologies are used to convert, condition and process real-world phenomena, such as light, sound, temperature, motion, and pressure into electrical signals.[7]

Analog Devices has approximately 100,000 customers[8] in the following industries: communications, computer, industrial, instrumentation, military/aerospace, automotive, and consumer electronics applications.[3]

https://finance.google.com/finance?q=NASDAQ%3AADI&ei=CMV-WuGSGYSK0gSy_ZMI

Analog Devices, Inc. (Analog Devices) designs, manufactures and markets a portfolio of solutions that leverage high-performance analog, mixed-signal and digital signal processing technology, including integrated circuits (ICs), algorithms, software and subsystems.

Its products include Analog Products, Converters, Amplifiers/Radio Frequency, Other Analog, Power Management and Reference, and Digital Signal Processing Products.

The Company is a supplier of data converter products. The Company is a supplier of high-performance amplifiers.

Its analog product line also includes products of high performance radio frequency (RF) ICs. The Company's DSPs are used for high-speed numeric calculations. The Company offers its products for applications in various end markets, such as industrial, automotive, consumer and communications. The Company operates in the United States, Rest of North/South America, Europe, Japan and China.

kaka

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#22

發表於 2018-2-10 18:36 資料私人訊息

美國..半導體..QUALCOMM 高通 (美股 QCOM)

https://www.qualcomm.com

https://zh.wikipedia.org/wiki/%E9%AB%98%E9%80%9A

高通公司（英語：Qualcomm，NASDAQ：QCOM）是一個位於美國加州聖地牙哥的無線電通訊技術研發公司，由加州大學聖地牙哥分校教授厄文·馬克·雅各布和安德魯·維特比建立，於1985年成立。兩人此前曾共同建立Linkabit。

https://en.wikipedia.org/wiki/Qualcomm

Qualcomm is an American multinational semiconductor and telecommunications equipment company that designs and markets wireless telecommunications products and services.

It derives most of its revenue from chipmaking and the bulk of its profit from patent licensing businesses.[3]

The company headquarters is located in San Diego, California, United States, and has 224 worldwide locations. The parent company is Qualcomm Incorporated (Qualcomm), which includes the Qualcomm Technology Licensing Division (QTL). Qualcomm's wholly owned subsidiary, Qualcomm Technologies, Inc. (QTI), operates substantially all of Qualcomm's R&D activities, as well as its product and services businesses, including its semiconductor business, Qualcomm CDMA Technologies.

https://finance.google.com/finance?q=NASDAQ%3AQCOM&ei=h8d-WvCcBtWC0ASngpoo

QUALCOMM Incorporated is engaged in the development and commercialization of a digital communication technology called code division multiple access (CDMA).

The Company is engaged in the development and commercialization of the orthogonal frequency division multiple access (OFDMA) family of technologies, including long-term evolution (LTE), which is an Orthogonal Frequency Division Multiplexing (OFDM)-based standard that uses OFDMA and single-carrier Frequency Division Multiple Access (FDMA), for cellular wireless communication applications.

The Company's segments include QCT (Qualcomm CDMA Technologies), QTL (Qualcomm Technology Licensing) and QSI (Qualcomm Strategic Initiatives). The Company also develops and commercializes a range of other technologies used in handsets and tablets that contribute to end user demand. The Company's products principally consist of integrated circuits (chips or chipsets) and system software used in mobile devices and in wireless networks.

[ 本帖最後由 kaka 於 2018-2-10 18:37 編輯 ]

kaka

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#23

發表於 2018-2-10 18:46 資料私人訊息

美國..半導體..Maxim Integrated Products Inc. (美股 MXIM)

https://www.maximintegrated.com/en/aboutus/maxim-profile.html

https://en.wikipedia.org/wiki/Maxim_Integrated

Maxim Integrated is an American, publicly traded company that designs, manufactures, and sells analog and mixed-signal integrated circuits.[2]

Maxim Integrated develops integrated circuits (ICs) for the automotive, industrial, communications, consumer, and computing markets. Headquartered in San Jose, California, the company has design centers, manufacturing facilities, and sales offices throughout the world. In the fiscal year 2015, it had US$2.31 billion in sales, 8,800 employees, and 35,000 customers worldwide.[3] Maxim is a Fortune 1000 company listed on the NASDAQ 100, Russell 1000, and MSCI US indices.

https://finance.google.com/finance?q=NASDAQ%3AMXIM&ei=Gsp-WqmzMMrU0wTVxgQ

Maxim Integrated Products, Inc. is engaged in designing, developing, manufacturing and marketing a range of linear and mixed-signal integrated circuits, referred to as analog circuits.

The Company also provides a range of high-frequency process technologies and capabilities for use in custom designs. The Company caters to automotive, communications and data center, computing, consumer and industrial markets. It offers a range of products, such as switching regulators, battery management, isolated power, charge pumps, linear regulators, light emitting diode (LED) drivers, motor driver integrated circuits (ICs), monitors and sequencers, transceivers, controllers and expanders, level translators, signal line protection ICs, broadband switches, powerline communications, real-time clocks, embedded security, microcontrollers, 1-Wire, iButton, data loggers, clock generation and distribution, memory products, optical, signal integrity, high-speed signaling, and display power and control.

kaka

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#24

發表於 2018-2-10 18:56 資料私人訊息

美國..半導體..Microchip Technology Inc. 微晶片科技 (美股 MCHP)

http://www.microchip.com

https://zh.wikipedia.org/wiki/%E5%BE%AE%E6%99%B6%E7%89%87%E7%A7%91%E6%8A%80

微晶片科技股份有限公司（英語：Microchip Technology Inc.，英文簡寫：Microchip），是一個美國微控制器、記憶體與類比半導體製造商。

它的產品包含微控制器（PIC微控制器、dsPIC / PIC24、PIC32）、序列式EEPROM、序列式SRAM、KEELOQ元件、無線電頻率（RF）元件、熱元件、功率與電池管理類比元件，也有線性、介面與混合信號元件。還有一些介面元件包含USB、ZigBee/MiWi，CANbus與Ethernet。

公司總部位於亞利桑那州錢德勒，晶圓廠則分別位於亞利桑那州坦佩及奧勒岡州格雷斯罕（英語：Gresham, Oregon）。

主要的競爭者有亞德諾半導體、愛特梅爾、飛思卡爾（分拆自摩托羅拉）、英飛凌、美信整合產品、恩智浦半導體（分拆自飛利浦）、瑞薩電子、意法半導體與德州儀器。

https://en.wikipedia.org/wiki/Microchip_Technology

Microchip Technology is an American manufacturer of microcontroller, memory and analog semiconductors. Its products include microcontrollers (PICmicro, dsPIC / PIC24, PIC32, AVR, AVR32 and SAM), Serial EEPROM devices, Serial SRAM devices, KEELOQ devices, radio frequency (RF) devices, thermal, power and battery management analog devices, as well as linear, interface and mixed signal devices. Some of the interface devices include USB, ZigBee/MiWi, Controller Area Network, LoRa, SIGFOX and Ethernet.

Corporate headquarters is located at Chandler, Arizona with wafer fabs in Tempe, Arizona, Gresham, Oregon and Colorado Springs, Colorado, assembly/test facilities in Chachoengsao, Thailand. Sales for the fiscal year ending on March 31, 2016 were $2,173,334,000.[2]

Among its chief competitors are Analog Devices, Infineon, Maxim Integrated Products, NXP Semiconductors (previously Philips and purchased Freescale), Renesas Electronics, STMicroelectronics, and Texas Instruments.

https://finance.google.com/finance?q=NASDAQ%3AMCHP&ei=NMx-Wri9HYa60QTLpKYI

Microchip Technology Incorporated is engaged in developing, manufacturing and selling specialized semiconductor products used by its customers for a range of embedded control applications.

The Company operates through two segments: semiconductor products and technology licensing.

In the semiconductor products segment, the Company designs, develops, manufactures and markets microcontrollers, development tools and analog, interface, mixed signal and timing products. Its functional activities include sales, marketing, manufacturing, information technology, human resources, legal and finance. Its product portfolio comprises general purpose and specialized 8-bit, 16-bit, and 32-bit microcontrollers, a spectrum of linear, mixed-signal, power management, thermal management, radio frequency (RF), timing, safety, security, wired connectivity and wireless connectivity devices, as well as serial electrically erasable programmable read-only memories (EEPROMs) and serial flash memories.

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111.83.39.36

#25

發表於 2018-2-10 19:05 資料私人訊息

美國..半導體..Xilinx 賽靈思 (美股 XLNX)

https://www.xilinx.com

https://www.xilinx.com/about/company-overview.html

https://zh.wikipedia.org/wiki/%E8%B5%9B%E7%81%B5%E6%80%9D

賽靈思（英語：Xilinx，發音： /ˈzaɪlɪŋks/，ZY-lingks）是一家位於美國的可程式邏輯器件的生產商。

該公司發明了現場可程式邏輯閘陣列，並由此成名。

賽靈思還是第一個無廠半導體公司（Fabless）。

28nm時代，賽靈思提出All Programmable的概念，從單一的FPGA企業戰略轉型為All Programmable FPGA、SoC和3D IC的全球領先提供商。且行業領先的器件與新一代設計環境以及IP完美地整合在一起，可滿足客戶對可程式邏輯乃至可程式系統集成的廣泛需求。[1][2][3]

賽靈思於1984年創建於美國加利福尼亞州的矽谷，總部位於矽谷核心的聖何塞，並在科羅拉多州、愛爾蘭、新加坡、印度、中國、日本擁有分支機構。[4][5]

https://finance.google.com/finance?q=NASDAQ%3AXLNX&ei=fc5-WtDnNsPm0QSP3IPwCA

Xilinx, Inc. (Xilinx) is engaged in designing and developing programmable devices and associated technologies.

The Company's programmable devices and associated technologies include integrated circuits (ICs) in the form of programmable logic devices (PLDs), including programmable System on Chips (SoCs) and three-dimensional ICs (3D ICs); software design tools to program the PLDs; targeted reference designs; printed circuit boards, and intellectual property (IP), which consists of Xilinx, and various third-party verification and IP cores. The Company provides design services, customer training, field engineering and technical support. Its PLDs include field programmable gate arrays (FPGAs), complex programmable logic devices (CPLDs) that its customers program to perform desired logic functions, and programmable SoCs, which combine (Advanced reduced instruction set computing (RISC) Machines (ARM)) processor-based systems with programmable logic in a single device.

[ 本帖最後由 kaka 於 2018-2-10 19:06 編輯 ]

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#26

發表於 2018-2-10 19:14 資料私人訊息

美國..半導體..NVIDIA Corporation 輝達 (美股 NVDA)

http://www.nvidia.in/page/home.html

https://zh.wikipedia.org/wiki/%E8%8B%B1%E4%BC%9F%E8%BE%BE

NVIDIA（全稱NVIDIA Corporation，NASDAQ：NVDA，發音：發音： /ɪnˈvɪdiə/[3]，台灣與香港官方中文名為輝達，中國翻譯成英偉達），創立於1993年1月，是一家以設計圖形處理器為主的半導體公司。

NVIDIA亦會設計遊戲機核心，例如Xbox和PlayStation。NVIDIA最出名的產品線是為個人與遊戲玩家所設計的GeForce系列，為專業CGI工作站而設計的Quadro系列，以及為伺服器和高效運算而設計的Tesla系列，雖然起家於PC電腦的顯示卡業務，輝達也曾涉及行動晶片Tegra的設計，但智慧型機市場對此響應不大，不過近年卻利用這些研發經驗，目前朝向人工智慧和機器視覺的市場發展，也是圖形處理器上重要的開發工具CUDA的發明者。

NVIDIA的總部設在美國加利福尼亞州的聖塔克拉拉位於矽谷的中心位置，是一家無晶圓（Fabless）IC半導體設計公司。「NVIDIA」的讀音與英文「video」相似，亦與西班牙文envidia（含義為英文「envy」）相似。

https://finance.google.com/finance?q=NASDAQ%3ANVDA&ei=y9B-WtD5MISK0gSy_ZMI

Nvidia Corporation focuses on personal computer (PC) graphics, graphics processing unit (GPU) and also on artificial intelligence (AI).

The Company's operates through two segments: GPU and Tegra Processor.

The Company's GPU product brands are aimed at specialized markets, including GeForce for gamers; Quadro for designers; Tesla and DGX for AI data scientists and big data researchers; and GRID for cloud-based visual computing users.

The Company's Tegra brand integrates an entire computer onto a single chip, and incorporates GPUs and multi-core central processing units (CPUs) to drive supercomputing for mobile gaming and entertainment devices, as well as autonomous robots, drones and cars. The Company's processor has created platforms that address four markets: Gaming, Professional Visualization, Datacenter, and Automotive. The Company's offerings include NVIDIA DGX AI supercomputer, the NVIDIA DRIVE AI car computing platform and the GeForce NOW cloud gaming service.

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#27

發表於 2018-2-10 19:23 資料私人訊息

荷蘭..半導體..NXP Semiconductors NV 恩智浦半導體 (美股 NXPI)

http://www.nxp.com

https://zh.wikipedia.org/wiki/%E6%81%A9%E6%99%BA%E6%B5%A6%E5%8D%8A%E5%AF%BC%E4%BD%93

恩智浦半導體（英語：NXP Semiconductors），前身為飛利浦半導體，由荷蘭企業飛利浦在1953年創立。2006年8月31日，該公司執行長萬豪敦（Frans van Houten）在柏林向客戶和員工宣布公司的新名稱。

恩智浦半導體目前可以提供半導體、系統和軟體解決方案；使用在汽車、手機、智能識別應用、電視、機上盒以及其他電子設備上。

https://en.wikipedia.org/wiki/NXP_Semiconductors

NXP Semiconductors N.V. is a Dutch global semiconductor manufacturer headquartered in Eindhoven, Netherlands. The company employs approximately 45,000 people in more than 35 countries, including 11,200 engineers in 23 countries.[1] NXP reported revenue of $6.1 billion in 2015, including one month of revenue contribution from recently merged Freescale Semiconductor.[2]

On October 27, 2016, it was announced that Qualcomm would buy NXP.[3]

https://finance.google.com/finance?q=NASDAQ%3ANXPI&ei=7NJ-WsmaGcfS0QSehoToDw

NXP Semiconductors N.V. (NXP) is a holding company. The Company operates as a semiconductor company.

The Company provides high performance mixed signal and standard product solutions.

The Company's segments are High Performance Mixed Signal (HPMS), Standard Products (SP), and Corporate and Other. Its product solutions are used in a range of end-market applications, including automotive, personal security and identification, wireless and wireline infrastructure, mobile communications, multi-market industrial, consumer and computing. It engages with global original equipment manufacturers (OEMs) and sells products in all geographic regions. NXP's HPMS segment includes business lines, such as Automotive, Secure Identification Solutions (SIS), Secure Connected Devices (SCD), and Secure Interfaces and Infrastructure (SI&I). The Company's SP segment supplies a range of standard semiconductor components, such as small signal discretes and power discretes.

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#28

發表於 2018-2-10 19:39 資料私人訊息

美國..半導體..Broadcom Limited 博通有限公司 (美股 AVGO) (前身為安華高科技)

https://www.broadcom.com

https://zh.wikipedia.org/wiki/%E5%8D%9A%E9%80%9A%E6%9C%89%E9%99%90

博通有限公司（英語：Broadcom Limited，NASDAQ：AVGO），前身為安華高科技（Avago Technologies Limited），新加坡-美國的無廠半導體公司，其業務內容廣泛，在新加坡與美國聖荷西設立雙總部。安華高科技創立於1961年，在2016年1月完成對博通的收購後，改名博通有限公司。

https://finance.google.com/finance?q=AVGO&ei=Y9Z-WrnyNZiS0wS_nLvwDw

Broadcom Limited is a designer, developer and global supplier of a range of semiconductor devices with a focus on digital and mixed signal complementary metal oxide semiconductor (CMOS)-based devices and analog III-V based products.

The Company operates through four segments: Wired Infrastructure, Wireless Communications, Enterprise Storage, and Industrial & Other.

It offers a range of products that are used in end-products, such as enterprise and data center networking, home connectivity, set-top boxes (STBs), broadband access, telecommunication equipment, smartphones, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Its product portfolio ranges from discrete devices to complex sub-systems that include multiple device types, and also includes firmware for interfacing between analog and digital systems. Its products include mechanical hardware that interfaces with optoelectronic or capacitive sensors.

kaka

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UID 6717
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111.83.39.36

#29

發表於 2018-2-11 11:25 資料私人訊息

台股..半導體..台積電 (台股 2330)

http://www.tsmc.com

https://tw.stock.yahoo.com/d/s/company_2330.html

營收比重

晶圓95.91%、其他4.09% (2016年)

http://www.tsmc.com/chinese/aboutTSMC/mission.htm

願景

成為全球最先進及最大的專業積體電路技術及製造服務業者，並且與我們無晶圓廠設計公司及整合元件製造商的客戶群共同組成半導體產業中堅強的競爭團隊。

為了實現此一願景，我們必須擁有以下能力：

(1) 是技術領導者，能與整合元件製造商中的佼佼者匹敵；
(2) 是製造領導者﹔
(3) 是最具聲譽、以服務為導向，以及客戶最大整體利益的提供者。

使命

作為全球邏輯積體電路產業中，長期且值得信賴的技術及產能提供者。

kaka

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111.83.39.36

#30

發表於 2018-2-11 11:37 資料私人訊息

美國..半導體設備..Lam Research Corporation (美股 LRCX)

http://www.lamresearch.com

https://www.lamresearch.com/products/products-overview

https://en.wikipedia.org/wiki/Lam_Research

Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits.[2]

Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices (transistors, capacitors) and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP), and for related manufacturing markets such as for microelectromechanical systems (MEMS).

Lam Research was founded in 1980 by Dr. David K. Lam and is headquartered in Fremont, California, in the Silicon Valley.

http://www.lamresearch.com/company/company-overview/overview

As a leading supplier of wafer fabrication equipment and services to the global semiconductor industry, Lam Research develops innovative solutions that help our customers build smaller, faster, more powerful, and more power-efficient electronic devices—the kind that are driving the proliferation of technology into our everyday lives.

Our Role

To produce the tiny, complex chips used in products such as cell phones, computing devices, and entertainment gadgets, semiconductor manufacturers require highly sophisticated processes and equipment. Lam’s products play a key role in this, allowing chipmakers to build device features that are more than 1,000 times smaller than a grain of sand. In fact, nearly every leading-edge integrated circuit made today has been processed with Lam Research equipment.

Our Products

Lam’s market-leading products are used in several steps that are repeated multiple times throughout the chip-making process, including thin film deposition, plasma etch, photoresist strip, and wafer cleaning. Our customer support offerings are designed to deliver value throughout the equipment lifecycle, from system installation, production ramp, and new technology upgrades through end-of-life asset management. By drawing on multiple areas of expertise—including engineering, research and development, manufacturing, and customer support—we continue to develop the new capabilities required by the industry.

Our Philosophy

Our success as a company is based on a solid foundation of technical achievement, close collaboration with our customers, and delivering on commitments. Additionally, Lam’s focus on our Core Values—including innovation, achievement, teamwork, and integrity—have allowed us to build on what has made us successful in the past and apply those strengths going forward.

Key Facts

Founded: 1980
Revenue: ~$9.6 Billion (CY 2017)
Employees: ~10,200 (CY 2017)
Headquarters: Fremont, California
Nasdaq Symbol: LRCX

https://finance.google.com/finance?q=NASDAQ%3ALRCX&ei=aLV_WqmTEciJ0ATprof4Dw

Lam Research Corporation is a supplier of wafer fabrication equipment and services to the semiconductor industry.

The Company designs, manufactures, markets, refurbishes and services semiconductor processing systems that are used in the fabrication of integrated circuits (ICs).

It operates through manufacturing and servicing of wafer processing semiconductor manufacturing equipment segment. Its products are designed to enable its customers build a range of devices that are used in a range of electronic products, including cell phones, tablets, computers, storage devices, and networking equipment.

Its customer base includes semiconductor memory, foundry, and integrated device manufacturers (IDMs) that make products, such as dynamic random-access memory (DRAM), negative-AND (NAND) memory and logic devices. It offers a portfolio of products that are used in several areas of the semiconductor manufacturing process flow, including thin film deposition, plasma etch and single-wafer clean.

[ 本帖最後由 kaka 於 2018-2-11 11:41 編輯 ]

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