Opinions of people in the semiconductor industry
It seems that there are people who are afraid that NVIDIA's stock price will drop further due to Blackwell's 3-month delay. As you can see when you're at a semiconductor trading company, the 3-month delivery date often falls backwards. Fab congestion, difficulty in obtaining raw materials, pandemics, earthquakes. In some cases, it may be delayed for half a year. It's normal.
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sm2315 : Let's wait and see!
until September.
KIMIHIKO OP sm2315 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Tetotan : Oh yeah, it's a really common thing, but Blackwell is the chip that is getting the most attention in the world
If you handle it in the same way as the chips around there, you'll see a painful sight