CES的一些個股: on、adi、amba、amd、nvda
https://www.marketwatch.com/story/ces-2023-amd-nvidia-auto-applications-get-the-hype-but-analysts-say-this-one-chip-maker-ruled-11673040821?siteid=yhoof2But one chip maker that doesn’t get a lot of attention appeared to emerge from CES best positioned for the year: ON Semiconductor Corp. ON, +4.57%, which focuses on electric vehicles and advanced driver assistance systems as primary growth drivers, leveraging its legacy position in auto chips.
“Most notably, the company’s push into remains on track, and expect to still exit the year at a run-rate where the majority of crystal driving the business is internally sourced,” Moore said. “The company remains confident that demand in the EV space will far outpace supply for a long time and have thus shifted their focus over to execution on the production side.”
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