$XL2CSOPHYNIX(07709.HK) After a big rally, scary stories are bound to come. To preserve the interaction, nvda halved the memory allocation. First, it didn't cut HBM. Second, it did so because the memory was insufficient. Why is the memory insufficient? Because besides GPUs, now CPUs/XPUs also need it. This is a sign of shortage.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments