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JPMorgan detailed the "Nvidia chip issue": What is the problem? How long is the delay? What is the impact on Taiwan Semiconductor?
JPMorgan believes that the increase in GB200 production capacity will slow down in the second half of 2024, but is expected to expand significantly in 2025. Although there will be production challenges in the early stages, it is expected that the Blackwell-related GPU shipment volume will still reach about 4.5 million units in 2025. It is expected that Taiwan Semiconductor's revenue will remain relatively stable.
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JonSnow : well done, also picked up some leveraged positions on vix today, nicely at cash vix 65,21![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Anthony 27 OP JonSnow : Nice