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

26关注

7粉丝

0主题

0勋章

03-12

$拼多多(PDD)$ 中概目前我只入手了拼多多，我是上周买进的，价格应该122左右，目前处于小亏，但也完全能接受；现在这个价格怎么算都还是便宜的，就算拼多多没有 temu，照样有充足的上涨动力，三个月前拼多多增长 80%，temu 只贡献 20% 不到，股价暴涨 30%，拼多多的基本盘稳得很。完全可以把心放在肚子里，准备好数钱吧uu们

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]

03-12

$小米集团-W(01810)$ 千呼万唤始出来，这发布会也终于是敲定了时间，我估摸着价格没准也真能和时间有个联系，公历3.28——顶配32.8w，农历2.19——，低配21.9w。

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 $小米集团-W(01810)$

2023-09-15

$Arm Holdings(ARM)$ 感觉有点拿不住，感觉可以先做短线，等稳定了之后在长期，今晚准备先卖[财迷] [财迷] [财迷] ，你们觉得呢？

12-04

猜猜谁会是下一个万亿公司[财迷][财迷]？

12-03

我擦，这真的假的

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

03-20

$拼多多(PDD)$ 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]

12-04

能抄底拼夕夕吗

11-29

昨天没开盘，大家有美美的睡上一觉吗

11-27

麦后面不会转行卖货吧这么大流量

11-27

笑死没毛病这样做下去全球第一票哈哈

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]

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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":{"NVDA":"英伟达"},"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. 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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 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这么大流量","listText":"麦后面不会转行卖货吧 这么大流量","text":"麦后面不会转行卖货吧 这么大流量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375509356277976","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375501437550704,"gmtCreate":1732678725586,"gmtModify":1732678727506,"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":"笑死 没毛病 这样做下去全球第一票哈哈","listText":"笑死 没毛病 这样做下去全球第一票哈哈","text":"笑死 没毛病 这样做下去全球第一票哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375501437550704","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368662536282552,"gmtCreate":1731046985026,"gmtModify":1731047385858,"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":"牛逼 也是买了好多泡泡马特 从来没想到买股票[捂脸][捂脸]","listText":"牛逼 也是买了好多泡泡马特 从来没想到买股票[捂脸][捂脸]","text":"牛逼 也是买了好多泡泡马特 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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":2159,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450584604262141","authorId":"3450584604262141","name":"皓月繁星","avatar":"https://static.tigerbbs.com/c7637256da08d783bd54f4c08f6b6e1f","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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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":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283458940231776,"gmtCreate":1710229869646,"gmtModify":1710230527266,"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>中概目前我只入手了拼多多，我是上周买进的，价格应该122左右，目前处于小亏，但也完全能接受；现在这个价格怎么算都还是便宜的，就算拼多多没有 temu，照样有充足的上涨动力，三个月前拼多多增长 80%，temu 只贡献 20% 不到，股价暴涨 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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":2896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":283458940231776,"gmtCreate":1710229869646,"gmtModify":1710230527266,"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/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>中概目前我只入手了拼多多，我是上周买进的，价格应该122左右，目前处于小亏，但也完全能接受；现在这个价格怎么算都还是便宜的，就算拼多多没有 temu，照样有充足的上涨动力，三个月前拼多多增长 80%，temu 只贡献 20% 不到，股价暴涨 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30%，拼多多的基本盘稳得很。完全可以把心放在肚子里，准备好数钱吧uu们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/283458940231776","isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464324161064700","authorId":"3464324161064700","name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","crmLevel":4,"crmLevelSwitch":0,"idStr":"3464324161064700","authorIdStr":"3464324161064700"},"content":"财报什么时候出啊？为什么老虎还没显示啊？","text":"财报什么时候出啊？为什么老虎还没显示啊？","html":"财报什么时候出啊？为什么老虎还没显示啊？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345752003735744,"gmtCreate":1725435521537,"gmtModify":1725435822745,"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/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>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]","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>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]","text":"$拼多多(PDD)$ 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]","images":[{"img":"https://static.tigerbbs.com/ef5046948205f7533a10c878e241c999","width":"1170","height":"1840"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345752003735744","isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":283446939824200,"gmtCreate":1710227036710,"gmtModify":1710231427709,"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/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>千呼万唤始出来，这发布会也终于是敲定了时间，我估摸着价格没准也真能和时间有个联系，公历3.28——顶配32.8w，农历2.19——，低配21.9w。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>千呼万唤始出来，这发布会也终于是敲定了时间，我估摸着价格没准也真能和时间有个联系，公历3.28——顶配32.8w，农历2.19——，低配21.9w。","text":"$小米集团-W(01810)$ 千呼万唤始出来，这发布会也终于是敲定了时间，我估摸着价格没准也真能和时间有个联系，公历3.28——顶配32.8w，农历2.19——，低配21.9w。","images":[{"img":"https://static.tigerbbs.com/437c2f703e7037720ea04641fc09e179","width":"720","height":"1561"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/283446939824200","isVote":1,"tweetType":1,"viewCount":9250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000625","authorId":"9000000000000625","name":"骑母猪闯红灯","avatar":"https://static.tigerbbs.com/755733cbc3b26020a558f49d6dcb6fc4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000625","authorIdStr":"9000000000000625"},"content":"好期待小米发布会，价格也不错，挺合理的。","text":"好期待小米发布会，价格也不错，挺合理的。","html":"好期待小米发布会，价格也不错，挺合理的。"}],"imageCount":1,"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,"idStr":"4121219774760940","authorIdStr":"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 href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"<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 href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"$理想汽车(LI)$ 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 $小米集团-W(01810)$","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":2159,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450584604262141","authorId":"3450584604262141","name":"皓月繁星","avatar":"https://static.tigerbbs.com/c7637256da08d783bd54f4c08f6b6e1f","crmLevel":7,"crmLevelSwitch":1,"idStr":"3450584604262141","authorIdStr":"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 那就不是100万的事了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220083230281800,"gmtCreate":1694760848617,"gmtModify":1694760991722,"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/ARM\">$Arm Holdings(ARM)$&nbsp;</a>感觉有点拿不住，感觉可以先做短线，等稳定了之后在长期，今晚准备先卖[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;，你们觉得呢？","listText":"<a href=\"https://laohu8.com/S/ARM\">$Arm Holdings(ARM)$&nbsp;</a>感觉有点拿不住，感觉可以先做短线，等稳定了之后在长期，今晚准备先卖[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;，你们觉得呢？","text":"$Arm Holdings(ARM)$ 感觉有点拿不住，感觉可以先做短线，等稳定了之后在长期，今晚准备先卖[财迷] [财迷] [财迷] ，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":2896,"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,"idStr":"4121219774760940","authorIdStr":"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":19,"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,"idStr":"4121219774760940","authorIdStr":"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":{"NVDA":"英伟达"},"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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