Yeah, I know for Q3 they guided gross margin at 75%,

來源: aloevera 於 2024-10-19 17:55:28 [] [舊帖] [給我悄悄話] 閱讀數 : (1038 bytes)
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回答: If they hit growth margin 75% 由 三心三意 於 2024-10-19 17:29:45

and for the fiscal 2025, they guided gross margin at mid-70s.

I might be wrong since they mentioned that blackwell yield is lower and could go into the future.  I am hoping though as production scales up, it will improve.  They also mentioned that they might raise price to cope with rising cost from their supplier.  This is just an estimate. We'll see. 

They deserve the P/E ratio of 40 for such great margin and growth. I am just being conservative. 

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