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Behind the delay in Blackwell's shipments: Nvidia and Taiwan Semiconductor were exposed to "internal strife", one side blamed packaging technology, the other side claimed to be forced to rush.
Some nvidia engineers believe that the issues with the Blackwell chip partly stem from design flaws, while others think they are due to Taiwan Semiconductor's use of new technology to package different chips; Taiwan Semiconductor employees feel that nvidia rushed the production process and did not leave enough time to address the problems; when shareholders came to inquire about the delayed shipment of Blackwell, Taiwan Semiconductor's investor relations department shifted the blame to nvidia. Although these issues are not enough to impact the nearly thirty years of cooperation between the two companies, they highlight that while the AI business is profitable, the pressure that nvidia places on Taiwan Semiconductor is increasing.
Nvidia Is the 'Single Most Important Company' for Investors. These Numbers Prove Why.
Tech giants' financial reporting season is coming again, and this time the focus is still on: nvidia and capital expenditures.
Analysts believe that considering the expensive stock price and the high base of the same period last year, nvidia's Q3 performance may "face challenges", investors closely watching its AI investment and Blackwell chip situation; On the capital expenditure side, Wall Street generally expects it to continue to surge, but still bullish on AI potential.
Nvidia Stock Rising After ASML Earnings Sparked AI Market Panic
After the performance explosion of asml holding, could Taiwan Semiconductor (TSM.US) become the 'lifeline' of the AI chip market?
Taiwan Semiconductor (TSM.US) stock price has recently rebounded to a record high, but this upward trend faces a key test.
Wedbush: The three major technology giants in the US will compete in the field of AI to strive for the first entry into the $4 trillion market cap club.
Apple, nvidia, and Microsoft are competing in the field of artificial intelligence, reaching a market cap of 4 trillion U.S. dollars.
