A predicted situation, artificial intelligence GPU and semiconductor shortage
Haebom
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I've been singing hard in KakaoTalk and Telegram rooms since the Nvidia $260 days.
I received generous gifts from those who actually saw the profits. Thank you.
In the artificial intelligence industry, H100, V100, and A100 are really useless.
If you have that, you can do AI learning or tuning, but since you don't have that, you have to take a waiting number and wait.
Even when it comes to allocations from cloud providers (AWS, GCP, Azure, etc.), there are many cases where it takes several days to process an application or you may not receive an allocation at all.
Personally, Nvidia is a stock that is not left out of VR, AR, XR, and blockchain issues, so it is good to hold it for the long term.
However, I got off at $390 yesterday because everyone knew why.
What's next? Personally, I think it's fabless semiconductors.
Congratulations to those who have made profits. I think there will be many interesting issues in the semiconductor industry.
There is a lot to watch, including China's sanctions on Micron, AMD's counterattack, and the battle for supremacy among existing chipset companies.
There is a high possibility that good news will come to Samsung Electronics and SK Hynix, the leading domestic semiconductor companies.
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Haebom
하지만 엔디비아 좀 흔들다가 다시 반등할 것 같습니다. 저는 원하는 가격이 나오면 다시 주워볼 생각입니다.
