挖礦熱潮降溫,繪圖卡庫存滿手、ASIC需求 - 股票

By Queena
at 2018-06-11T13:22
at 2018-06-11T13:22
Table of Contents
挖礦熱潮降溫,繪圖卡庫存滿手、ASIC需求減
1.原文連結:
https://goo.gl/i8GwHq
2.原文內容:
【財訊快報/編輯部】挖礦熱潮持續已逾一年,帶動GPU繪圖卡及ASIC晶片等供應鏈業績
飆高,值得注意的是,近2個月來供應鏈業績增長動能已見降速,4月需求大減,不少高度
仰賴挖礦的業者業績全面走跌,5月業績雖回升,然市場對於挖礦前景已轉趨保守。
板卡業者透露,挖礦需求退燒,眾廠繪圖卡庫存急升,預估下半年繪圖卡產業將打回原形
,回到由電競需求撐場市況,同時ASIC晶片礦機也因比特幣價格回落,各國開始限管,需
求不如預期,挖礦暴利榮景將不再,未來已難成為相關供應鏈業績增長動能。
目前挖礦設備包括以計算比特幣為主得ASIC礦機,以及萊特幣、以太幣等為主得GPU礦機
,近期比特大陸推出首款針對以太幣設計的Antminer E3,力圖搶食GPU大餅。
3.心得/評論:
(1) 板卡業者透露,挖礦需求退燒,眾廠繪圖卡庫存急升,預估下半年繪圖卡產業將打回
原形,回到由電競需求撐場市況。
(2) 微星(2377)在偷吃貨?!
--
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