There are a lot of May flies
If resolved through discussions with TSMC, it's probably a problem where shipping is only slightly delayed
Below is Bloomberg
⇨ NVIDIA will notify Microsoft about delays this week
⇨ Large-scale shipments not expected until the first quarter of 2025
⇨ Large-scale shipments not expected until the first quarter of 2025
The Information reported that the next artificial intelligence (AI) semiconductor of NVIDIA in the US is expected to be delayed due to design deficiencies, citing two anonymous people involved in the manufacture of the same semiconductor and server hardware.
According to reports, there is a possibility that this semiconductor will be delayed for 3 months or more, and there is a risk that NVIDIA customers Meta Platforms, Google, Microsoft, etc. will be affected.
According to an anonymous Microsoft employee and another stakeholder, NVIDIA notified Microsoft this week about delays affecting cutting-edge AI semiconductor models in the “Blackwell” series.
Information added that this delay means that large-scale shipments are not expected until the first quarter of 2025.
According to the same report, an NVIDIA spokesperson did not comment on explanations to customers regarding delays, but told Information that “production is expanding” by the end of the year.
Microsoft, Google, Amazon Web Services (AWS), and Meta declined to comment on the report, and a spokesperson for Taiwan Integrated Circuit Manufacturing (TSMC) did not respond to requests for comment.
Original title: Nvidia's New AI Chip Delayed Due to Design Delayed: Information (excerpt)
This article was created using Bloomberg Automation.
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個別（NVDU、TSLL）&投資信託（FANG、レバFANG、トップ10、ノムハン、レバナス、レバドラ）＆ETF（178A、2243、2244）運用中✌️
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FANGおじさん : this is a prelude to the big crash... this year is dangerous
FANGソルジャー OP FANGおじさん : I'm wondering if there will be some kind of official announcement from NVIDIA today and tomorrow. At that time, I'd like them to provide some additional surprise material as well. Looks like next week is going to be rough for now...
FANGソルジャー OP : Investment trusts such as FANG+, Leva FANG+, Nomura Semiconductor, Levanus, Levadora, and Top 10 are also likely to melt by millions in the short term...
FANGおじさん FANGソルジャー OP : The new NISA FANG Asset Management is also at a loss as to whether to withdraw in some cases. S&P will continue![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
FANGソルジャー OP : The new NISA is a long-term operation with eyes closed, including growth investment quotas. The problem is with specific accounts
FANGおじさん FANGソルジャー OP : I see. If I decide the bull isn't likely to come, I'll cut it off. I'll start over in 2025![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
The specific one was settled while there were unintended benefits.