NVDA_industry concerns_MS202-
standard chartered·2024-08-03 14:29
August 2, 2024 07:04 AM GMT Semiconductors | Asia Pacific M Update Thoughts on recent industry concerns TSMC should be able to catch up on NVIDIA's Blackwell production timing, even with some re-spin. B200A in 1Q25 addresses SME customers demand and utilizes TSMC's CoWoS- S capacity. What's new? Investors have been asking us if there's any design or production issues with NVIDIA's Blackwell, that might potentially cause a few months delay. After our foundry supply chain checks, we think there could be aroun ...