08/20/2024, 08:04 AM UTC
輝達回應芯片延遲：對毛利率的影響NVIDIA Addresses Chip Delay: Impact on Gross Margin
➀ 輝達的Blackwell系列芯片可能面臨延遲，但公司保證生產按計劃進行，預計2024年推出。➁ 現有Hopper芯片的需求依然強勁，可能短期內增加收入。➂ 分析師認為，Blackwell系列的任何延遲可能實際上提高輝達的毛利率，因為對利潤率更高的Hopper芯片的需求增加。➀ NVIDIA's Blackwell series chips face potential delays, but the company assures production is on track for a 2024 launch. ➁ Demand for existing Hopper chips remains strong, potentially boosting short-term revenue. ➂ Analysts believe any delays in the Blackwell series could actually increase NVIDIA's gross margin due to higher demand for the more profitable Hopper chips.
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