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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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輝達NvidiaBlackwell台積電黃仁勳天下雜誌聽天下天下零時差