Taiwan's $NVDA GB200 supply chain on overheating and delay

Taiwan's $NVDA GB200 supply chain on overheating and delay rumors:

"How many times will the same rumor come?"

— Beth Kindig (@Beth_Kindig) January 15, 2025

聊聊關於Nvidia Blackwell產品線更新、市場傳言CoWoS-S擴產放緩與即將到來的台積電法說

點擊以下連結閱讀*****2x0ykTHgFF pic.twitter.com/kjhNEoOoxP

— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) January 15, 2025