北美半导体周度盈利- 兼谈微处理器短缺及美光与力积电的意向书-Semiconductors North America Weekly Earnings Week 1 (INTC) - and thoughts on the microprocessor shortage, Micron LOI with PSMC
2026-01-21 02:58
Not for redistribution without written consent of Morgan Stanley January 20, 2026 05:21 AM GMT Semiconductors | North America Weekly: Earnings Week 1 (INTC) - and thoughts on the microprocessor shortage, Micron LOI with PSMC We preview our first week of earnings as Intel kicks us off - and review the shortage of server CPUs that has been in evidence since late 3q, but is suddenly getting more attention. INTC (EW, reporting after the market close on Thursday, January 22nd): Shortages in CPUs should help supp ...