FlorCheah
2021-12-28
AMD
Why AMD Stock Lit Up Today<blockquote>为什么 AMD 股票今天上涨</blockquote>
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Curiously, the reason that AMD stock is up today is the same thing that's been bugging semiconductor investors all year long: the global semiconductor shortage.</p><p><blockquote>半导体巨头<b>先进微器件</b>截至下午 2:05，（纳斯达克股票代码：AMD）股价稳步上涨 5.7%。美国东部时间周一——圣诞节假期后的第一个交易日。奇怪的是，AMD 股价今天上涨的原因与困扰半导体投资者一整年的事情是一样的：全球半导体短缺。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> By now this story should be familiar to you. All year long, companies that build things that need semiconductors to run them -- which, at this point in history, means everything from PCs to cellphones to cars to kids' toys -- have struggled to get enough semiconductors to manufacture all the products that their customers want to buy.</p><p><blockquote>现在你应该已经熟悉这个故事了。一整年，制造需要半导体来运行的东西的公司——在历史的这个阶段，半导体意味着从个人电脑到手机到汽车到儿童玩具的一切——一直在努力获得足够的半导体来制造所有的产品他们的客户想要购买。</blockquote></p><p> Evensemiconductor manufacturers are in something of a bind. On the one hand, constrained chip supplies mean semiconductor makers can charge more money for their chips -- but only if they have enough manufacturing capacity to make those chips in the first place. This is why the latest semiconductor news is such <i>good</i> news for AMD stock.</p><p><blockquote>甚至半导体制造商也陷入了某种困境。一方面，芯片供应受限意味着半导体制造商可以为其芯片收取更多费用——但前提是他们一开始就有足够的制造能力来制造这些芯片。这就是为什么最新的半导体新闻是这样的<i>好的</i>AMD 股票新闻。</blockquote></p><p> As Reuters reported on Thursday, just ahead of the Christmas break, AMD was able to amend and extend its contract manufacturing agreement with<b>GlobalFoundries</b>(NASDAQ:GFS). Instead of having GlobalFoundries send it just $1.6 billion worth of silicon wafers between 2022 and 2024, AMD will buy $2.1 billion in wafers from 2022 to 2025.</p><p><blockquote>据路透社周四报道，就在圣诞节假期之前，AMD 能够修改并延长与<b>全球代工厂</b>（纳斯达克股票代码：GFS）AMD 将在 2022 年至 2025 年间购买价值 21 亿美元的晶圆，而不是让 GlobalFoundries 在 2022 年至 2024 年间仅向其运送价值 16 亿美元的硅片。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Of course, this could actually be a \"good news, bad news\" development for AMD when you think about it. On the one hand, AMD has extended its access to GlobalFoundries', er, foundries for an extra year. On the other hand, though, extending a three-year contract by one year is a 33.3% extension in time, while the number of chips AMD is buying over that longer timespan is just 31.2% more than it was scheduled to acquire over the original three-year timespan.</p><p><blockquote>当然，仔细想想，这对AMD来说实际上可能是一个“好消息，坏消息”的发展。一方面，AMD 已将其对 GlobalFoundries 的代工厂的访问权限延长了一年。但另一方面，将三年期合同延长一年是延长 33.3% 的时间，而 AMD 在更长的时间内购买的芯片数量仅比其计划在原来的三年时间内购买的芯片数量多 31.2%。</blockquote></p><p> Net-net, that works out to slightly <i>less</i> access to GlobalFoundries' manufacturing capacity in the fourth year of the contract than in the original three years. And one also has to wonder if, given the rising prices of semiconductors globally, the extra $500 million AMD will be paying for the fourth year, will buy as large a volume of chips as the company was already contracted to acquire in the first three years of the contract -- a fact Reuters didn't elaborate on.</p><p><blockquote>Net-net，这似乎有点<i>低于</i>与最初三年相比，在合同的第四年获得 GlobalFoundries 的制造能力。人们还不得不怀疑，鉴于全球半导体价格上涨，AMD 将在第四年额外支付的 5 亿美元是否会购买与该公司已经签约收购的芯片数量一样多的芯片合同的前三年——路透社没有详细说明这一事实。</blockquote></p><p> Until we learn more about this deal, the answer to that question will remain up in the air.</p><p><blockquote>在我们对这笔交易有更多了解之前，这个问题的答案仍将悬而未决。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD Stock Lit Up Today<blockquote>为什么 AMD 股票今天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD Stock Lit Up Today<blockquote>为什么 AMD 股票今天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-28 10:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么事</blockquote></p><p> Semiconductor giant<b>Advanced Micro Devices</b>(NASDAQ:AMD)stock is up a solid 5.7% as of 2:05 p.m. ET Monday -- the first trading day after the Christmas break. Curiously, the reason that AMD stock is up today is the same thing that's been bugging semiconductor investors all year long: the global semiconductor shortage.</p><p><blockquote>半导体巨头<b>先进微器件</b>截至下午 2:05，（纳斯达克股票代码：AMD）股价稳步上涨 5.7%。美国东部时间周一——圣诞节假期后的第一个交易日。奇怪的是，AMD 股价今天上涨的原因与困扰半导体投资者一整年的事情是一样的：全球半导体短缺。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> By now this story should be familiar to you. All year long, companies that build things that need semiconductors to run them -- which, at this point in history, means everything from PCs to cellphones to cars to kids' toys -- have struggled to get enough semiconductors to manufacture all the products that their customers want to buy.</p><p><blockquote>现在你应该已经熟悉这个故事了。一整年，制造需要半导体来运行的东西的公司——在历史的这个阶段，半导体意味着从个人电脑到手机到汽车到儿童玩具的一切——一直在努力获得足够的半导体来制造所有的产品他们的客户想要购买。</blockquote></p><p> Evensemiconductor manufacturers are in something of a bind. On the one hand, constrained chip supplies mean semiconductor makers can charge more money for their chips -- but only if they have enough manufacturing capacity to make those chips in the first place. This is why the latest semiconductor news is such <i>good</i> news for AMD stock.</p><p><blockquote>甚至半导体制造商也陷入了某种困境。一方面，芯片供应受限意味着半导体制造商可以为其芯片收取更多费用——但前提是他们一开始就有足够的制造能力来制造这些芯片。这就是为什么最新的半导体新闻是这样的<i>好的</i>AMD 股票新闻。</blockquote></p><p> As Reuters reported on Thursday, just ahead of the Christmas break, AMD was able to amend and extend its contract manufacturing agreement with<b>GlobalFoundries</b>(NASDAQ:GFS). Instead of having GlobalFoundries send it just $1.6 billion worth of silicon wafers between 2022 and 2024, AMD will buy $2.1 billion in wafers from 2022 to 2025.</p><p><blockquote>据路透社周四报道，就在圣诞节假期之前，AMD 能够修改并延长与<b>全球代工厂</b>（纳斯达克股票代码：GFS）AMD 将在 2022 年至 2025 年间购买价值 21 亿美元的晶圆，而不是让 GlobalFoundries 在 2022 年至 2024 年间仅向其运送价值 16 亿美元的硅片。</blockquote></p><p> Now what</p><p><blockquote>现在呢</blockquote></p><p> Of course, this could actually be a \"good news, bad news\" development for AMD when you think about it. On the one hand, AMD has extended its access to GlobalFoundries', er, foundries for an extra year. On the other hand, though, extending a three-year contract by one year is a 33.3% extension in time, while the number of chips AMD is buying over that longer timespan is just 31.2% more than it was scheduled to acquire over the original three-year timespan.</p><p><blockquote>当然，仔细想想，这对AMD来说实际上可能是一个“好消息，坏消息”的发展。一方面，AMD 已将其对 GlobalFoundries 的代工厂的访问权限延长了一年。但另一方面，将三年期合同延长一年是延长 33.3% 的时间，而 AMD 在更长的时间内购买的芯片数量仅比其计划在原来的三年时间内购买的芯片数量多 31.2%。</blockquote></p><p> Net-net, that works out to slightly <i>less</i> access to GlobalFoundries' manufacturing capacity in the fourth year of the contract than in the original three years. And one also has to wonder if, given the rising prices of semiconductors globally, the extra $500 million AMD will be paying for the fourth year, will buy as large a volume of chips as the company was already contracted to acquire in the first three years of the contract -- a fact Reuters didn't elaborate on.</p><p><blockquote>Net-net，这似乎有点<i>低于</i>与最初三年相比，在合同的第四年获得 GlobalFoundries 的制造能力。人们还不得不怀疑，鉴于全球半导体价格上涨，AMD 将在第四年额外支付的 5 亿美元是否会购买与该公司已经签约收购的芯片数量一样多的芯片合同的前三年——路透社没有详细说明这一事实。</blockquote></p><p> Until we learn more about this deal, the answer to that question will remain up in the air.</p><p><blockquote>在我们对这笔交易有更多了解之前，这个问题的答案仍将悬而未决。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/27/why-amd-stock-lit-up-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/12/27/why-amd-stock-lit-up-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178753028","content_text":"What happened\nSemiconductor giantAdvanced Micro Devices(NASDAQ:AMD)stock is up a solid 5.7% as of 2:05 p.m. ET Monday -- the first trading day after the Christmas break. Curiously, the reason that AMD stock is up today is the same thing that's been bugging semiconductor investors all year long: the global semiconductor shortage.\nSo what\nBy now this story should be familiar to you. All year long, companies that build things that need semiconductors to run them -- which, at this point in history, means everything from PCs to cellphones to cars to kids' toys -- have struggled to get enough semiconductors to manufacture all the products that their customers want to buy.\nEvensemiconductor manufacturers are in something of a bind. On the one hand, constrained chip supplies mean semiconductor makers can charge more money for their chips -- but only if they have enough manufacturing capacity to make those chips in the first place. This is why the latest semiconductor news is such good news for AMD stock.\nAs Reuters reported on Thursday, just ahead of the Christmas break, AMD was able to amend and extend its contract manufacturing agreement withGlobalFoundries(NASDAQ:GFS). Instead of having GlobalFoundries send it just $1.6 billion worth of silicon wafers between 2022 and 2024, AMD will buy $2.1 billion in wafers from 2022 to 2025.\nNow what\nOf course, this could actually be a \"good news, bad news\" development for AMD when you think about it. On the one hand, AMD has extended its access to GlobalFoundries', er, foundries for an extra year. On the other hand, though, extending a three-year contract by one year is a 33.3% extension in time, while the number of chips AMD is buying over that longer timespan is just 31.2% more than it was scheduled to acquire over the original three-year timespan.\nNet-net, that works out to slightly less access to GlobalFoundries' manufacturing capacity in the fourth year of the contract than in the original three years. And one also has to wonder if, given the rising prices of semiconductors globally, the extra $500 million AMD will be paying for the fourth year, will buy as large a volume of chips as the company was already contracted to acquire in the first three years of the contract -- a fact Reuters didn't elaborate on.\nUntil we learn more about this deal, the answer to that question will remain up in the air.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3824,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696851998"}
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