别让我ccc的个人主页 - 老虎社区

别让我ccc

别让我ccc

只会买正股，韭菜罢了

IP属地：北京

42关注

13粉丝

0主题

0勋章

06-18 10:52

$三花智控(02050)$ 海天没中，赶了一趟末班车，希望这个能中，幸运女神保佑我

06-17 10:52

$曹操出行(02643)$ 有点期待曹操的L4智能驾驶汽车，今年二月份刚开始在苏杭进行试点，如果顺利的话26年就能推出来，这个L4比之前的什么L2,L3猛多了，是真自动驾驶，能搞出来的话未来网约车生态格局会大有改变，当然我更关心的是机器人开车能不能便宜两块[开心][开心]

06-16 18:03

$SPDR黄金ETF(GLD)$ $1盎司黄金主连 2508(1OZmain)$ 撑住啊大哥

06-12

$黄金主连 2508(GCmain)$ $SPDR黄金ETF(GLD)$ $老铺黄金(06181)$ $1盎司黄金主连 2508(1OZmain)$ 毫无疑问，黄金！这种长期价值锚定的资产，买了就放着，坚持才是王道。

06-12

地球只会越来越热，虽然不是什么好事，但对三花智控 $三花智控(002050)$ 来说却是实打实的利好。作为全球热管理领域的龙头企业，公司正好踩在了“高温经济”和新能源浪潮的交汇点上。现在又准备启动新一轮招股，资金将进一步加码核心产能扩张和智能制造升级，未来增长更值得期待。

02-26

$特斯拉(TSLA)$ 已经跌回去年11月的起涨点，护国公的所有利好等于白给了！ FSD的故事暂时石沉大海，市场情绪低迷，连AI的光环都救不回来，300守不住了

02-26

$英伟达(NVDA)$ 财报还没出，就已经跌成这样了，各种利空也该消化得差不多了吧？是时候涨了吧！[流泪]

02-26

$小米集团-W(01810)$ 倒车接人了！明天还有发布会，相信雷总！这波雷总是真的拼了！明天见证历史，雷总带我们起飞

02-21

Replying to @松山湖小树:哈哈哈阉割版还这么贵这不是去抬高别的销量嘛//@松山湖小树:还能这样联想？这是放了多少多单啊[捂脸]//@布莱登森林:真的是巧妙的营销策略啊

02-20

苹果 16E 发布，16 标准版销量反向起飞？🤔

$苹果(AAPL)$ 苹果 16E 上市，结果一看价格，发现 256GB 版本和 16 标准版（补贴后）居然差不多？这波操作，难道是苹果官方在帮 16 清库存？😂

苹果 16E 发布，16 标准版销量反向起飞？🤔

2024-12-19

我干的好不好[微笑] [微笑]

2024-12-04

能抄底拼夕夕吗

2024-12-04

猜猜谁会是下一个万亿公司[财迷][财迷]？

2024-12-03

我擦，这真的假的

Production Hurdles for Nvidia's GB200 Spark Rumors of Microsoft Cutting Orders

2024-11-29

昨天没开盘，大家有美美的睡上一觉吗

2024-11-27

麦后面不会转行卖货吧这么大流量

2024-11-27

笑死没毛病这样做下去全球第一票哈哈

2024-11-08

牛逼也是买了好多泡泡马特从来没想到买股票[捂脸][捂脸]

2024-09-04

$拼多多(PDD)$ 已经又有朋友转发让我帮他砍一刀了，还得是你啊，这个套路虽然无脑但确实好使，还是看好你的，就是不知道我啥时候才能回本了[流泪][流泪]

2024-08-19

$理想汽车(LI)$ 最近up主董老厮被理想起诉，原因是理想那边认为他之前创作的一个关于MEGA的段子深深地伤害到了其销量，咱们就是说这就有点强行甩锅了，当时刚出来的时候网络上一群人都在喷车的外观，而且它的价格相比于同系列的车真的贵，腾势D9卖40w左右，小鹏X9丰田塞纳35左右，别克GL8传祺M830左右，差了近20w，怎么说呢，大家也都不是人傻钱多，不选你也挺正常，之前小米造车时候，董老厮一声声“军儿”，最后在发布会上雷总自己提出来这个梗，有点高下立判的感觉，真的全靠友商衬托啊 $小米集团-W(01810)$

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$特斯拉(TSLA)$","html":"去年大选日前一天的股价是250多，11月6号是275，那之后都是fomo情绪，现在情绪没了，回去很正常。 $特斯拉(TSLA)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407665898676472,"gmtCreate":1740556874070,"gmtModify":1740556876140,"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/03591a0f6e049167c31e8331a1c970c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121219774760940","authorIdStr":"4121219774760940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 财报还没出，就已经跌成这样了，各种利空也该消化得差不多了吧？是时候涨了吧！[流泪]","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 财报还没出，就已经跌成这样了，各种利空也该消化得差不多了吧？是时候涨了吧！[流泪]","text":"$英伟达(NVDA)$ 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14:13","market":"us","language":"en","title":"Production Hurdles for Nvidia's GB200 Spark Rumors of Microsoft Cutting Orders","url":"https://stock-news.laohu8.com/highlight/detail?id=1144849219","media":"Trend Force","summary":"As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NV","content":"<html><head></head><body><p>As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NVIDIA’s next-generation Blackwell architecture chip, the GB200, has encountered new technical hurdles in its mass production plans. In response, CSP provider Microsoft is reportedly scaling back its orders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d68eeb02c6b163c51fbae9253b663f6\" alt=\"NVIDIA Blackwell\" title=\"NVIDIA Blackwell\" tg-width=\"624\" tg-height=\"351\"/><span>NVIDIA Blackwell</span></p><p style=\"text-align: left;\">Sources within the supply chain cited by Commercial Times reveal that the issue lies in the backplane connection design. The testing yield for cartridge connectors provided by U.S. Tier-1 supplier Amphenol has been suboptimal, potentially delaying mass production until March 2025.</p><p style=\"text-align: left;\">The GB200 chips employ TSMC’s cutting-edge CoWoS-L advanced packaging technology, incorporating a highly complex cabinet design. However, this complexity has led to various challenges, including overheating in chip design, leakage issues in UQDs, and now, insufficient yield rates for copper cables. While NVIDIA announced during its recent earnings call that Blackwell production is fully underway, supply constraints remain a pressing issue that the company is working to resolve with its partners.</p><p style=\"text-align: left;\">The same report, citing supply chain sources, attributes the issue to a newly developed cartridge connector module. The significant specification upgrade of the GB200 has increased production complexity, resulting in poor yield rates and failed testing, creating a major bottleneck.</p><p style=\"text-align: left;\">NVIDIA is actively seeking alternative suppliers, but issues such as patent restrictions and capacity ramp-up delays are expected to prolong resolution efforts. While the report notes that chip production schedules remain unaffected, supply chain checks indicate that Microsoft has already cut its orders for NVIDIA by 40%, reallocating some to the GB300 chips set for release in mid-2025.</p></body></html>","source":"lsy1724652185079","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Production Hurdles for Nvidia's GB200 Spark Rumors of Microsoft Cutting Orders</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nProduction Hurdles for Nvidia's GB200 Spark Rumors of Microsoft Cutting Orders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 14:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.trendforce.com/news/2024/12/02/news-production-hurdles-for-gb200-spark-rumors-of-microsoft-cutting-orders/><strong>Trend Force</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, ...</p>\n\n<a href=\"https://www.trendforce.com/news/2024/12/02/news-production-hurdles-for-gb200-spark-rumors-of-microsoft-cutting-orders/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.trendforce.com/news/2024/12/02/news-production-hurdles-for-gb200-spark-rumors-of-microsoft-cutting-orders/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144849219","content_text":"As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NVIDIA’s next-generation Blackwell architecture chip, the GB200, has encountered new technical hurdles in its mass production plans. In response, CSP provider Microsoft is reportedly scaling back its orders.NVIDIA BlackwellSources within the supply chain cited by Commercial Times reveal that the issue lies in the backplane connection design. The testing yield for cartridge connectors provided by U.S. Tier-1 supplier Amphenol has been suboptimal, potentially delaying mass production until March 2025.The GB200 chips employ TSMC’s cutting-edge CoWoS-L advanced packaging technology, incorporating a highly complex cabinet design. However, this complexity has led to various challenges, including overheating in chip design, leakage issues in UQDs, and now, insufficient yield rates for copper cables. While NVIDIA announced during its recent earnings call that Blackwell production is fully underway, supply constraints remain a pressing issue that the company is working to resolve with its partners.The same report, citing supply chain sources, attributes the issue to a newly developed cartridge connector module. The significant specification upgrade of the GB200 has increased production complexity, resulting in poor yield rates and failed testing, creating a major bottleneck.NVIDIA is actively seeking alternative suppliers, but issues such as patent restrictions and capacity ramp-up delays are expected to prolong resolution efforts. 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清库存？😂","images":[{"img":"https://static.tigerbbs.com/4ac69d606310deda1acc21120c8fc986","width":"1504","height":"976"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/405504224542768","isVote":1,"tweetType":1,"viewCount":16221,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"布莱登森林","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000223","idStr":"9000000000000223"},"content":"真的是巧妙的营销策略啊","text":"真的是巧妙的营销策略啊","html":"真的是巧妙的营销策略啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":445320603124128,"gmtCreate":1749723397161,"gmtModify":1750065521239,"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/03591a0f6e049167c31e8331a1c970c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121219774760940","idStr":"4121219774760940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2508(GCmain)$</a> <a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> <a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> <a href=\"https://laohu8.com/FUT/1OZmain\">$1盎司黄金主连 2508(1OZmain)$</a> 毫无疑问，黄金！这种长期价值锚定的资产，买了就放着，坚持才是王道。","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2508(GCmain)$</a> <a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> <a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> <a href=\"https://laohu8.com/FUT/1OZmain\">$1盎司黄金主连 2508(1OZmain)$</a> 毫无疑问，黄金！这种长期价值锚定的资产，买了就放着，坚持才是王道。","text":"$黄金主连 2508(GCmain)$ $SPDR黄金ETF(GLD)$ $老铺黄金(06181)$ $1盎司黄金主连 2508(1OZmain)$ 毫无疑问，黄金！这种长期价值锚定的资产，买了就放着，坚持才是王道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445320603124128","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340151440826544,"gmtCreate":1724052700036,"gmtModify":1724053256029,"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/03591a0f6e049167c31e8331a1c970c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121219774760940","idStr":"4121219774760940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 最近up主董老厮被理想起诉，原因是理想那边认为他之前创作的一个关于MEGA的段子深深地伤害到了其销量，咱们就是说这就有点强行甩锅了，当时刚出来的时候网络上一群人都在喷车的外观，而且它的价格相比于同系列的车真的贵，腾势D9卖40w左右，小鹏X9丰田塞纳35左右，别克GL8传祺M830左右，差了近20w，怎么说呢，大家也都不是人傻钱多，不选你也挺正常，之前小米造车时候，董老厮一声声“军儿”，最后在发布会上雷总自己提出来这个梗，有点高下立判的感觉，真的全靠友商衬托啊 <a 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$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/340151440826544","isVote":1,"tweetType":1,"viewCount":3793,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450584604262141","authorId":"3450584604262141","name":"皓月繁星","avatar":"https://static.tigerbbs.com/7d2f91959114bca76c67f2b4131ca9ef","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3450584604262141","idStr":"3450584604262141"},"content":"这只是找个代表 他能影响销量 那就不是100万的事了","text":"这只是找个代表 他能影响销量 那就不是100万的事了","html":"这只是找个代表 他能影响销量 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，你们觉得呢？","images":[{"img":"https://static.tigerbbs.com/8b4ab941e5beb9b13fcb99d5d16af848","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/220083230281800","isVote":1,"tweetType":1,"viewCount":3435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":445278179164504,"gmtCreate":1749712889330,"gmtModify":1749776444595,"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/03591a0f6e049167c31e8331a1c970c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121219774760940","idStr":"4121219774760940"},"themes":[],"htmlText":"地球只会越来越热，虽然不是什么好事，但对三花智控 <a href=\"https://laohu8.com/S/002050\">$三花智控(002050)$</a> 来说却是实打实的利好。作为全球热管理领域的龙头企业，公司正好踩在了“高温经济”和新能源浪潮的交汇点上。现在又准备启动新一轮招股，资金将进一步加码核心产能扩张和智能制造升级，未来增长更值得期待。","listText":"地球只会越来越热，虽然不是什么好事，但对三花智控 <a 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来说却是实打实的利好。作为全球热管理领域的龙头企业，公司正好踩在了“高温经济”和新能源浪潮的交汇点上。现在又准备启动新一轮招股，资金将进一步加码核心产能扩张和智能制造升级，未来增长更值得期待。","images":[{"img":"https://static.tigerbbs.com/064d5d1be36ba2a0739035e35282f010"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445278179164504","isVote":1,"tweetType":1,"viewCount":7710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":383320533188808,"gmtCreate":1734589525382,"gmtModify":1734589527466,"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/03591a0f6e049167c31e8331a1c970c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121219774760940","idStr":"4121219774760940"},"themes":[],"htmlText":"我干的好不好[微笑]&nbsp; [微笑]&nbsp;&nbsp;","listText":"我干的好不好[微笑]&nbsp; [微笑]&nbsp;&nbsp;","text":"我干的好不好[微笑] [微笑]","images":[{"img":"https://static.tigerbbs.com/9f62297479ad7c713a66ae58577c373f","width":"1080","height":"943"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383320533188808","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":377909943316520,"gmtCreate":1733299022220,"gmtModify":1733382582946,"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/03591a0f6e049167c31e8331a1c970c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121219774760940","idStr":"4121219774760940"},"themes":[],"htmlText":"猜猜谁会是下一个万亿公司[财迷][财迷]？","listText":"猜猜谁会是下一个万亿公司[财迷][财迷]？","text":"猜猜谁会是下一个万亿公司[财迷][财迷]？","images":[{"img":"https://static.tigerbbs.com/a3c738718b9dcdd8c751db9502045417","width":"1162","height":"397"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377909943316520","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":377582809596008,"gmtCreate":1733212069742,"gmtModify":1733212425989,"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/03591a0f6e049167c31e8331a1c970c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121219774760940","idStr":"4121219774760940"},"themes":[],"htmlText":"我擦，这真的假的","listText":"我擦，这真的假的","text":"我擦，这真的假的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377582809596008","repostId":"1144849219","repostType":2,"repost":{"id":"1144849219","kind":"news","pubTimestamp":1733206383,"share":"https://www.laohu8.com/m/news/1144849219?lang=&edition=full","pubTime":"2024-12-03 14:13","market":"us","language":"en","title":"Production Hurdles for Nvidia's GB200 Spark Rumors of Microsoft Cutting Orders","url":"https://stock-news.laohu8.com/highlight/detail?id=1144849219","media":"Trend Force","summary":"As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NV","content":"<html><head></head><body><p>As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NVIDIA’s next-generation Blackwell architecture chip, the GB200, has encountered new technical hurdles in its mass production plans. In response, CSP provider Microsoft is reportedly scaling back its orders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d68eeb02c6b163c51fbae9253b663f6\" alt=\"NVIDIA Blackwell\" title=\"NVIDIA Blackwell\" tg-width=\"624\" tg-height=\"351\"/><span>NVIDIA Blackwell</span></p><p style=\"text-align: left;\">Sources within the supply chain cited by Commercial Times reveal that the issue lies in the backplane connection design. The testing yield for cartridge connectors provided by U.S. Tier-1 supplier Amphenol has been suboptimal, potentially delaying mass production until March 2025.</p><p style=\"text-align: left;\">The GB200 chips employ TSMC’s cutting-edge CoWoS-L advanced packaging technology, incorporating a highly complex cabinet design. However, this complexity has led to various challenges, including overheating in chip design, leakage issues in UQDs, and now, insufficient yield rates for copper cables. While NVIDIA announced during its recent earnings call that Blackwell production is fully underway, supply constraints remain a pressing issue that the company is working to resolve with its partners.</p><p style=\"text-align: left;\">The same report, citing supply chain sources, attributes the issue to a newly developed cartridge connector module. The significant specification upgrade of the GB200 has increased production complexity, resulting in poor yield rates and failed testing, creating a major bottleneck.</p><p style=\"text-align: left;\">NVIDIA is actively seeking alternative suppliers, but issues such as patent restrictions and capacity ramp-up delays are expected to prolong resolution efforts. While the report notes that chip production schedules remain unaffected, supply chain checks indicate that Microsoft has already cut its orders for NVIDIA by 40%, reallocating some to the GB300 chips set for release in mid-2025.</p></body></html>","source":"lsy1724652185079","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Production Hurdles for Nvidia's GB200 Spark Rumors of Microsoft Cutting Orders</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nProduction Hurdles for Nvidia's GB200 Spark Rumors of Microsoft Cutting Orders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 14:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.trendforce.com/news/2024/12/02/news-production-hurdles-for-gb200-spark-rumors-of-microsoft-cutting-orders/><strong>Trend Force</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, ...</p>\n\n<a href=\"https://www.trendforce.com/news/2024/12/02/news-production-hurdles-for-gb200-spark-rumors-of-microsoft-cutting-orders/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.trendforce.com/news/2024/12/02/news-production-hurdles-for-gb200-spark-rumors-of-microsoft-cutting-orders/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144849219","content_text":"As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NVIDIA’s next-generation Blackwell architecture chip, the GB200, has encountered new technical hurdles in its mass production plans. In response, CSP provider Microsoft is reportedly scaling back its orders.NVIDIA BlackwellSources within the supply chain cited by Commercial Times reveal that the issue lies in the backplane connection design. The testing yield for cartridge connectors provided by U.S. Tier-1 supplier Amphenol has been suboptimal, potentially delaying mass production until March 2025.The GB200 chips employ TSMC’s cutting-edge CoWoS-L advanced packaging technology, incorporating a highly complex cabinet design. However, this complexity has led to various challenges, including overheating in chip design, leakage issues in UQDs, and now, insufficient yield rates for copper cables. While NVIDIA announced during its recent earnings call that Blackwell production is fully underway, supply constraints remain a pressing issue that the company is working to resolve with its partners.The same report, citing supply chain sources, attributes the issue to a newly developed cartridge connector module. The significant specification upgrade of the GB200 has increased production complexity, resulting in poor yield rates and failed testing, creating a major bottleneck.NVIDIA is actively seeking alternative suppliers, but issues such as patent restrictions and capacity ramp-up delays are expected to prolong resolution efforts. While the report notes that chip production schedules remain unaffected, supply chain checks indicate that Microsoft has already cut its orders for NVIDIA by 40%, reallocating some to the GB300 chips set for release in mid-2025.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286396786298920,"gmtCreate":1710938640043,"gmtModify":1710938812434,"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/03591a0f6e049167c31e8331a1c970c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121219774760940","idStr":"4121219774760940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>150？那不是简简单单吗，就今晚上这架势妥妥破新高的节奏，记得12号的时候我还在发122入手，当时还有点小亏呢，现在真的是给了我一个大大的惊喜哈哈，目前真的看不到顶[财迷][财迷][财迷]","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>150？那不是简简单单吗，就今晚上这架势妥妥破新高的节奏，记得12号的时候我还在发122入手，当时还有点小亏呢，现在真的是给了我一个大大的惊喜哈哈，目前真的看不到顶[财迷][财迷][财迷]","text":"$拼多多(PDD)$ 150？那不是简简单单吗，就今晚上这架势妥妥破新高的节奏，记得12号的时候我还在发122入手，当时还有点小亏呢，现在真的是给了我一个大大的惊喜哈哈，目前真的看不到顶[财迷][财迷][财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286396786298920","isVote":1,"tweetType":1,"viewCount":2400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377936619483536,"gmtCreate":1733299999656,"gmtModify":1733300001648,"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/03591a0f6e049167c31e8331a1c970c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121219774760940","idStr":"4121219774760940"},"themes":[],"htmlText":"能抄底拼夕夕吗","listText":"能抄底拼夕夕吗","text":"能抄底拼夕夕吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377936619483536","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}