萧易：华裔在全球半导体行业的崛起（上）
3月12日，英特尔宣布任命陈立武（Lip-Bu Tan）为首席执行官（CEO），这位57年来首位华裔掌门人的上任，标志着一个历史性转折——美国三大芯片巨头英特尔（陈立武）、英伟达（黄仁勋）、AMD（苏姿丰）均由华裔执掌。
这三家公司是美国科技产业的重要支柱，占据了全球x86芯片和GPU市场80%以上份额，华裔的集中掌舵不仅是个人职业发展成功的象征，华裔CEO更可能通过加速先进制程竞争，推动美国内部技术整合与分工，重塑全球芯片产业格局。本文将深入探讨华裔崛起的原因及其对全球半导体行业的深远影响。
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However, analysts are positive on the stock now. “We have seen a huge downside movement in the stock due to the central electricity regulatory commission’s (CERC) order that seems to be negative from 2014-15 onwards but we cannot take a linear negative view on the stock and further downside movement on the stock is unlikely. Currently stock is underpriced. Investors can bet on it for a longer horizon," said Vivek Gupta, director research at CapitalVia Global Research.
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