저자: Shima · 한국인
요약 보기
엔비디아는 게임·데이터센터·자율주행 등으로 성장 중이며 데이터센터 매출 비중이 크게 늘었다. 순이익률 25~30% 이상으로 재무가 건전하고, PER 80.7로 높지만 AMD·인텔 대비 꾸준히 상승해왔다. 과거 상승 추이를 근거로 주가가 높은 수준이라고 평가하며, 자막 오인식이 많아 일부 수치는 불확실하다.
다듬은 글
I can say that it is continuously growing even now, and demand is not decreasing that much. Compared to competitors, the pace of development is much faster than what various funds can achieve. Yes, that certainly means the weight is on Pearl Thin's shoulders. That is correct. It went up 6.5 this year.
I think it will be October 5th next year. October 25th, Friday, not more than double. Hello. Yes, today I am Shima, striving to help you make wise investments. This is not a wet type. Uh, what do you think is the most important core technology of the 4th Industrial Revolution era? There are various cutting-edge technologies such as cloud computing, big data, RSS, various virtual machines, AR, and other flashy technologies.
Among them, the most important technology for the revolution is... especially possessing core technology in the semiconductor field. Today's in-depth learning topic is Media. NVIDIA was founded in 1993 by Jensen Huang, who worked as an engineer on AMD's Michael processor, and Chris and Curtis, engineers working on graphics for the Michael system.
With a capital of $20,000, they predicted that in the future, PCs would run many games, and such This company started with the goal of creating chips that would allow games to have faster and more realistic graphics performance. Therefore, in 1995, we collaborated with Sega, the absolute powerhouse of Japanese arcade games, to produce graphics chips capable of generating 3D effects.
In 1998, we formed a strategic alliance with TSMC to ensure the stable manufacturing and supply of semiconductors. In 1999, we began producing graphics chips in earnest, starting with the GeForce Series 225. Also in 1999, we listed on the NASDAQ at $12 per share. By 2006, we had already developed over [number] graphics processors.
During our work, we also focused on the Kubernetes architecture, a new platform for parallel computing. In 2008, although the results were not particularly impressive, we launched the MediaTag, a mobile CPU. Through MNA, we continuously recruited companies possessing strong technology in graphics, media, and networks, which has led to today's media, advanced GPUs, and networks.
We have continuously engaged in internal activities to build a product portfolio capable of becoming an absolute leader in the data center sector. In 2020, we announced a strategic merger with AR Mind, a company supplying core CPU libraries and core technology to the mobile SPU sector. Of course, we are currently awaiting approval from China, Europe, and other countries, and the results are expected to be fast and significant in 2012.
Originally, we started as an RC company designing GPUs (Graphics Processing Units) that enhance graphics performance, which are somewhat different from CPUs. Since then, we have grown into a company that raises our cross-margin to over 60% by creating total platform solutions for various fields requiring fast processing via parallel processing, including not only gaming but also high-performance computers, IT and sports computers, AI, data centers, and other areas.
Therefore, we obtained CPU licenses from existing GPUs, created BAM-based CPUs, and the DPU (Data Processing Unit) NVIDIA has transformed into a total solution company that comprehensively provides core platforms and various software tools in fields requiring graphics performance and parallel processing computing capabilities, such as the Advanced N, ICs that complement GPUs and CPUs to further boost performance, diverse chipset platforms like RTX, DJX, and HQ, software, various AI, data centers, and games.
I will now explain NVIDIA's main business and competitive strengths. Regarding gaming, NVIDIA has reigned as an absolute powerhouse since the days of its predecessor, starting with the production of the ZE:Py U+ S. Over 20 million PC gamers worldwide use NVIDIA GPUs, and major PC OEM and ODM companies consistently use NVIDIA and HP Cloud P chips.
Furthermore, NVIDIA has formed strategic partnerships with prominent global companies to supply solutions in the fields of cloud computing, high-performance computing, and supercomputers, which are already growing rapidly and are expected to see steady future market growth. It is also known as the god of professional visualization.
In the past, chips were being urgently incorporated into workstations and similar devices used to operate advanced software tools like Autodesk's, which require various graphics or 3D effects. Recently, with autonomous driving and electric vehicles becoming major topics, NVIDIA is also working with major automotive OEMs such as Mercedes-Benz, BMW, Audi, and Hyundai on autonomous driving systems.
Therefore, if you look at NVIDIA's A-segment daily revenue breakdown, based on the year, revenue has more than doubled compared to 2027. You will particularly notice the increasing proportion of revenue from the data center sector. In 2017, the data center sector accounted for about 7% of total revenue, but this share rose to over 40% in 2011.
Furthermore, while overall revenue has grown steadily by about 10%, the company has consistently maintained a net profit margin of over 25% to 30%, maintaining a very healthy financial state. Finally, I compared NVIDIA with major semiconductor companies capable of competing with them, such as AMD and Intel.
If you look at Qualcomm's key indicators, its market capitalization is 463 per annum. It is about 4 times larger than NVIDIA's and has already grown more than double that of Intel. While these figures look very impressive and seem like something other companies could easily surpass, NVIDIA's P/E ratio (Price-to-Earnings Ratio) is currently at 80.7, which is an exceptionally high figure.
Therefore, when a stock price rises significantly in the early stages, the P/E ratio immediately becomes very high. If you look at the stock price trends of the red-colored media, AMD, Intel, and Qualcomm over the past two years, NVIDIA has been rising steadily alongside AMD and Intel since last year's Korbit.
However, unlike AMD and Intel, which have stagnated since entering 2021, NVIDIA has continued to rise strongly up to this day. As for NVIDIA, well, no words are needed. It is a great company. What is the purpose of your visit today, despite having to cut off a year's worth of information? Oh, of course, regarding that semiconductor wire now...
You think the price of Median is extremely high, but do that after you die. Yes, regarding the stock price... ah, in my opinion, I thought that what you all wrote wouldn't work. Three years ago, they said it became a pot and was reflected. Yes, even two years ago, new hires... four years ago, it was expensive and sweet.
It is expensive now, too. No matter what, people say it is expensive. But now the problem is how it goes forward. From my perspective, I think it might get closer to attachment. The price is coming out anxiously, and it is in the mid-to-late $900 range. Most of the time, even if you try a few things, after that it is due to fundamentals.
Whether he has his media... the external... that is... there is a lot of cold weather, and how much more than the competition... this is important, but there is a lot of Coral Real... at what speed is it rising like this? I can tell you that there is continuous growth even now, and demand is not decreasing that much.
Nevertheless, right now, the large 2a Cree Show 5 is 0.41 low. It doesn't work. Dell's show is lower than the industry average. Financially, it is widening a huge gap. You are sound, right? You need to be quick... Gunze... the Square issue... The story is big 1, riding the SL, curling forward like this.
It is largely 3.9. There is much more, and it is four times more. Does that mean the name of the liquidity investigation is abundant in the use of the money remaining? 2. The PS also passed very well. Last year it was 4.52, but this year it rose to 6.5. I think it will be October 5th next year. October 25th, Friday, more than double, right?
A few things. Right now, you can judge the current stock price of 740. It was at the $190 time. That 746 root is considered expensive, a high-priced one. I wonder if it will go up to around $200 in the future. If you are holding the post right now, you are holding it, but just because I said this, I'm doing a diagonal line again.
1. Now, it is just a prediction, just the fact on the second floor. Well, there is always volatility, and I think sales will also continuously increase compared to 2019 in 2020, compared to 2010 in 2021, and then 2012 as well. Compared to competitors, the speed of development that various funds cannot achieve is much faster.
"Fast 4" certainly refers to the gun barrel with this shoulder. Yes, that is. Now, regarding the armhole acquisition with Jia's face, it is a separate issue and has no relation whatsoever. 4. As for the reserve forest clothes themselves, I really don't know if the cup that allows that in the UK will be allowed.
The water that Nerf is sitting on right now doesn't matter. 1. Because the people wearing the company clothes do it that way, there is nothing else to cause trouble. Yes, as you mentioned, if a merger with ARM happens, well, there are various other things. It won't be 20 hours, but separate from peace with ARM, they are already using their own standards, and the technology is so good.
Since ARM itself is licensing core CPU technology, they are probably already collaborating to make those CPU-related products and ICs, so right now, yes, then regarding the fundamentals, you believe that even if the merger falls through, there won't be a big impact? When it comes to the control text, regarding that condition, I think we probably don't need to do it.
4. At 9 o'clock, we can't even move the company's nose, and if we ask about the people, and if the management is going to tell us what to do in the UK, then if we look for a job, just going with this strategic partner relationship isn't bad, is it? That is correct. Yes, yes. And in a way, NVIDIA has actually been helpful to [the company].
This is because everything is moving forward more and more, and data centers are becoming increasingly important. For example, gaming is a major focus, and Bitcoin is still very hot. Therefore, he is acting as an absolute standard-bearer, and as long as he continues to do so, he is becoming a strong leader.
So, as you mentioned, it seems the outlook for the future will be positive as well. There are many good things to say about you. There is nothing else to highlight. Yes, yes, there is this kind of thing. Yes, today we looked into the company NVIDIA. It is a very famous semiconductor company that you all know well.
Recently, however, the stock price has been rising steeply. In a way, compared to formidable companies like Intel, AMD, and Qualcomm in the semiconductor processing sector, it is very fast-paced. It seems to be evolving like a premium doctor in the semiconductor industry. Just as you always emphasize American English, please take an interest and consider an appropriate amount in your portfolio.
I hope this helps with your wise investment. That concludes today. We will wrap up the study session. Thank you. Sign: Understood. Yes. 5.2 Right now, special skills, miscellaneous items 0. Feeling.
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