10/11/2024, 09:17 AM UTC
谁卡了英伟达的脖子？Who is Stifling NVIDIA's Growth?
➀ 华尔街由于大量资金流入人工智能相关投资主题，将注意力集中在英伟达的Blackwell产量提升上。摩根士丹利对英伟达的最新GPU架构发布了另一份报告，透露了一些关于夏季生产瓶颈的确切原因的更多信息。➁ 英伟达在最近的收益电话会议上证实了有关Blackwell设计存在小缺陷的传闻，但向投资者保证，通过对光掩模进行一些小改动，可以解决由此导致的低良率问题。➂ 摩根士丹利认为，低产量问题只是在封装后阶段才被发现，导致报废的不合格产品，造成CoWoS和HBM3e的损失，而这些产品本身就供应不足，进一步加剧了NVIDIA的供应问题。➀ The Wall Street is focusing on NVIDIA's Blackwell production increase due to the influx of capital into AI-related investments. Morgan Stanley has released another report on NVIDIA's latest GPU architecture, revealing more information about the exact reasons for the production bottleneck in the summer. ➁ NVIDIA confirmed the rumors about minor defects in the Blackwell design during the recent earnings call, but assured investors that some minor modifications to the photomask can solve the low yield problem caused by it. ➂ Morgan Stanley believes that the low yield problem was only discovered in the encapsulation stage, resulting in the scrapping of不合格 products, leading to losses in CoWoS and HBM3e. These products were already in short supply, which further exacerbated NVIDIA's supply issues.
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