what's causing the supply chain bottleneck?

来源: aloevera 于 2024-11-20 16:37:23 [] [旧帖] [给我悄悄话] 阅读数 : (95 bytes)
回答: Just updated NVDA 估值模型 由 三心三意 于 2024-11-20 15:53:30

looks like it's hard to overcome. tsmc cannot increase their capacity fast enough?

所有跟帖： 

• Typical when introducing a new/complex product in short time -三心三意- ♂ 给 三心三意 发送悄悄话 (92 bytes) () 11/20/2024 postreply 16:50:05

• Their supply could never meet the demand, even for h200. If -aloevera- ♀ 给 aloevera 发送悄悄话 (45 bytes) () 11/20/2024 postreply 17:06:08

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