エギンガー118
NOIR(のあ)
:
Since there is also a trade with SMCI, this overheating issue may be caused by SMCI's liquid-cooled server rack, which is possibly the most suspicious company at the moment. It's just a personal guess.
NOIR(のあ)
エギンガー118
:
Thank you, Egginger-san. I see, so that's what it meant. I didn't quite get it Are you catching squid? I mainly do rockfish fishing, so I'm a mebarringer. It's almost the start of the season.
エギンガー118
NOIR(のあ)
:
My current main activity is kayak fishing I haven't done squid fishing since spring I have never tried mebaring! But I have done ajing
kunkun2718
OP
NOIR(のあ)
:
It was mentioned in the article that there could be an impact on shipments due to the hot issue, but Dell has already shipped. In addition, the main suppliers are HP and SMCI. HP improved its yield rate last month and shipped only to specific customers in November, setting the outlook for general sales from next year. After that, it might be SMCI with no news about shipments...
エギンガー118 : So, is that SMCI?
kunkun2718 OP エギンガー118 : The moment I saw the article, I thought to myself that it might be SMCI if I had to choose one.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
エギンガー118 kunkun2718 OP : I hope you will say that the leather jacket is already improved in guidance, LOL.
NOIR(のあ) kunkun2718 OP : I'm not quite sure, but what is the connection between SMCI and DELL's liquid-cooled server topic?
kunkun2718 OP エギンガー118 : With semiconductors and the tech sector not doing well, I hope for some good news!
エギンガー118 NOIR(のあ) : Since there is also a trade with SMCI, this overheating issue may be caused by SMCI's liquid-cooled server rack, which is possibly the most suspicious company at the moment. It's just a personal guess.
NOIR(のあ) エギンガー118 : Thank you, Egginger-san. I see, so that's what it meant. I didn't quite get it
Are you catching squid? I mainly do rockfish fishing, so I'm a mebarringer. It's almost the start of the season.
エギンガー118 NOIR(のあ) : My current main activity is kayak fishing
I haven't done squid fishing since spring 
I have never tried mebaring! But I have done ajing 
kunkun2718 OP NOIR(のあ) : It was mentioned in the article that there could be an impact on shipments due to the hot issue, but Dell has already shipped. In addition, the main suppliers are HP and SMCI. HP improved its yield rate last month and shipped only to specific customers in November, setting the outlook for general sales from next year. After that, it might be SMCI with no news about shipments...
NOIR(のあ) kunkun2718 OP : I see. Thank you.