amd 为啥起飞啊
版主: 牛河梁
#7 Re: amd 为啥起飞啊
股版水平真他妈差,这么久了ls那几楼还在找不到原因。
原因下面这个,amd威胁到女大新产品了,导致新产品延期。
消息来源是富邦金融控股 (Fubon Financial Holding Co.),台湾金融大哥。暂时算可信
Chipmaker Nvidia’s NVDA -0.86% ▼ next-generation Rubin graphics processing unit (GPU) may face production delays at Taiwan Semiconductor Manufacturing Company TSM -1.17% ▼ due to a redesign, according to Taiwanese financial firm Fubon Financial. Indeed, analyst Sherman Shang explained that the first version of Rubin was completed in late June, but Nvidia is now making adjustments to better compete with AMD’s AMD +5.41% ▲ upcoming MI450 GPU. Shang expects the revised version to be finalized in late September or October, which could reduce Rubin’s production volumes in 2026.
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