SOX, and the Late Uncertainties Therewith

[Original Cast Recording]

Początkowo opublikowane przez Wikipedia:

The PHLX Semiconductor Sector (SOX) is a capitalization-weighted index comprising the 30 largest U.S.-traded companies (not necessarily U.S. companies) primarily involved in the design, distribution, manufacture, and sale of semiconductors. It was created in 1993 by the Philadelphia Stock Exchange, which is now owned by NASDAQ.

The Index contains the following components as updated on September 20, 2024:

Advanced Micro Devices, Inc., AMD
Allegro Microsystems, Inc., ALGM
Amkor Technology, Inc., AMKR
Analog Devices, Inc., ADI
Applied Materials, Inc., AMAT
ASML Holding N.V., ASML
Axcelis Technologies, Inc., ACLS
Broadcom Inc., AVGO
Coherent Corp., COHR
Entegris, Inc., ENTG
GLOBALFOUNDRIES Inc., GFS
Intel Corporation, INTC
KLA Corporation, KLAC
Lam Research Corporation, LRCX
Lattice Semiconductor Corporation, LSCC
Marvell Technology, Inc., MRVL
Microchip Technology Incorporated, MCHP
Micron Technology, Inc., MU
Monolithic Power Systems, Inc., MPWR
NVIDIA Corporation, NVDA
NXP Semiconductors N.V., NXPI
ON Semiconductor Corporation, ON
Qorvo, Inc., QRVO
QUALCOMM Incorporated, QCOM
Rambus, Inc., RMBS
Skyworks Solutions, Inc., SWKS
Taiwan Semiconductor Manufacturing Company Limited, TSM
Teradyne, Inc., TER
Texas Instruments Incorporated, TXN
Wolfspeed, Inc., WOLF

How many of these have you actually heard of before today?

And how many before two or three years ago?

[76561198856165040]

Using ChatGPT is against the rules. Reported and blocked.

[Original Cast Recording]

Początkowo opublikowane przez 76561198856165040:

Using ChatGPT is against the rules. Reported and blocked.

It's from Wikipedia, just like the quote says.

[76561198856165040]

Początkowo opublikowane przez Maximum Disambiguation:

Początkowo opublikowane przez 76561198856165040:

Using ChatGPT is against the rules. Reported and blocked.

It's from Wikipedia, just like the quote says.

Oh nvm. Insult me and put me in my place for being dumb your highness.

[Original Cast Recording]

Początkowo opublikowane przez 76561198856165040:

Początkowo opublikowane przez Maximum Disambiguation:

It's from Wikipedia, just like the quote says.

Oh nvm. Insult me and put me in my place for being dumb your highness.

Oh, wait. It's a joke about how no one is going to be using ChatGPT anymore, leading to the further desolation of the semiconductor index, isn't it?

Very good.

[Troll]

Początkowo opublikowane przez Maximum Disambiguation:

Początkowo opublikowane przez 76561198856165040:

Oh nvm. Insult me and put me in my place for being dumb your highness.

Oh, wait. It's a joke about how no one is going to be using ChatGPT anymore, leading to the further desolation of the semiconductor index, isn't it?

Very good.

deepseek is censored and not very reliable. it will be stuck with H100s for the forseable future, it will lose in the long run.