Gooaye 股癌
Channel@gooaye
‼️重要公告‼️-Telegram 官方會用頻道投廣告,這是頻道主看不到的,建議勿點有些有詐(該貼文下方會註記廣告 sponsored)。官方正在研究開發付費零廣告,屆時我會買。Gooaye 股癌 https://fb.com/GooayePodcast 和節目»Apple ▶️ https://reurl.cc/0ozDWKSpotify ▶️ https://reurl.cc/L1volLYoutube▶️ https://reurl.cc/nVQbjnTelegram 頻道»
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About this channel
‼️重要公告‼️-Telegram 官方會用頻道投廣告,這是頻道主看不到的,建議勿點有些有詐(該貼文下方會註記廣告 sponsored)。官方正在研究開發付費零廣告,屆時我會買。Gooaye 股癌 https://fb.com/GooayePodcast 和節目»Apple ▶️ https://reurl.cc/0ozDWKSpotify ▶️ https://reurl.cc/L1volLYoutube▶️ https://reurl.cc/nVQbjnTelegram 頻道»
Recent posts
Captured from the public channel feed during our last crawl.
https://www.youtube.com/shorts/gc_GnwI9tBY
fn q4 - 產能上修,上 q 給 $11.5B,這 q 給 $12.5-14B,原因是新增 nava nakorn and santa clara 的空間,新產品將移轉到曼谷大量生產 - datacom 從持平看待到上修 - hpc 和收發器新案優於預期, hyperscaler 主要受惠 aws - npo 進度超預期,比 cpo 更快商轉,npo 走到 6.4t, 12.8t 之後拚良率,公司有自信 - 1.6t 時程要看 nv,元件出現短缺,潛在缺口已經在財測調整 - 中國光通禁令看法是現在大量元件來自中國,直接停止產業會停擺,但理論上因為不為中國代工,會受惠 - ocs 出貨量還很少,但由於 google 開始委外,有信…
EP689 | 🏐 一定是在測試我夠不夠薑 Dr.情趣【 TASLA特濕拉 Model Sucks 】 社群討論度NO.1的話題猛獸姊妹們的快樂神器! 堪稱業界功能最齊全、最頂的舒壓寶貝! 因為它集結了「柔吸、輕撫、輕吮、深震、推進」所有功能於一身 伸縮節奏與強力柔吸同步啟動,帶妳解鎖新世界! 體驗一場被溫柔與激情徹底包圍的沉浸式愉悅 結帳輸入專屬折扣碼【GOOAYE888】直接現折$250!賺爛! 特濕拉傳送門: https://drqqtoys.tw/NkEr0 股癌傳送門: https://linktr.ee/gooaye
google 從 v8 開始走 semi-cot,compute die 自己設計讓 mtk 做 i/o, pcie, networking bridge,hbm 自己買,去繞開 broadcom 的 mark up marvell 這個 deal 看起來是 google 加深往 cot 去做的產物,8-k 列出 inference accelerators, storage controllers, nic, memory interface controllers, near-memory compute,全部都是 compute die 以外的生態系周邊 attach die or chiplet。從金額來看 marvell …
https://www.youtube.com/watch?v=cDxVYQrxeiQ
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As of our latest crawl on 2026-08-24, the channel reports about 106,000 members. The count refreshes automatically every time we re-check the profile.
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What content does it publish?
The owner describes it as: “‼️重要公告‼️-Telegram 官方會用頻道投廣告,這是頻道主看不到的,建議勿點有些有詐(該貼文下方會註記廣告 sponsored)。官方正在研究開發付費零廣告,屆時我會買。Gooaye 股癌 https://fb.com/GooayePodcast 和節目»Apple ▶️ https://reurl.cc/0ozDWKSpotify ▶️ https://reurl.cc/L1volLYoutube▶️ https://reurl.cc/nVQbjnTelegram ”