🐦 推特SemiAnalysisV1 · 实盘不做把握 5/10
北京时间·🕒 发布 06-01 13:13:06时区推断·⟳ 抓取 06-08 14:35:12回填·⚡ 决策 06-16 21:10:58·133.1 天前
SemiAnalysis爆料Nvidia与联发科合作的ARM PC芯片遇严重硬件缺陷延期，批评ComputeX演讲无AI新进展
📄 原文SemiAnalysis↗ 原文
F TIER KEYNOTEMAX: Jensen ComputeX presentation was one of the worst keynotes he has done. He announced nothing new on…
不做 NVDA.US
ARM PC芯片受挫不影响核心AI数据中心业务，基本面未受损，情绪扰动无交易edge
不做 2454.TW
ARM PC芯片硬件缺陷延期属实质利空，但台股做空受限，建议回避或减持相关多头
不做 AAPL.US
仅作为对比提及，无实质业务影响，纯噪音
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F TIER KEYNOTEMAX: Jensen ComputeX presentation was one of the worst keynotes he has done. He announced nothing new on the AI datacenter side, and he only announced Windows on NVIDIA ARM CPU which the transition will not go work unlike Apple transition from x86 to M1 ARM.
The NVIDIA laptop chip is already delayed by 6 to 8 months from its original expected launch window. During development, the high-speed connection between the Nvidia and MediaTek parts caused so much interference that the video output was completely broken,
Laptop makers are reportedly being told definitely not let anyone turn them on or run benchmarks. That screams "immature hardware."
The NVIDIA laptop chip is already delayed by 6 to 8 months from its original expected launch window. During development, the high-speed connection between the Nvidia and MediaTek parts caused so much interference that the video output was completely broken,
Laptop makers are reportedly being told definitely not let anyone turn them on or run benchmarks. That screams "immature hardware."
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