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【天下零時差08.07.24】新晶片有缺陷?輝達回應了,分析師:毛利率反而會提升

【天下零時差08.07.24】新晶片有缺陷?輝達回應了,分析師:毛利率反而會提升

聽天下:天下雜誌Podcast

August 6, 20245m 35sFull

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Show Notes


輝達傳出Blackwell系列部分幾款晶片會延遲交貨,輝達今天自己回應了。輝達的市佔會被超微(AMD)瓜分嗎?輝達營收和毛利率又會如何受影響?美國資深半導體分析師全盤解析。

文:張詠晴
製作團隊:李洛梅、王薇茹、張雅媛、陳耀龍

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*訂閱天下全閱讀:https://bit.ly/3STpEpV
*意見信箱:[email protected]
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Topics

輝達NvidiaBlackwell台積電黃仁勳天下雜誌聽天下天下零時差