pass →
“Blackwell Ultra B300 yields are better than the analyst consensus. Heard from a TSMC contact that NVIDIA pulled forward the Q3 wafer order by six weeks. Expect a guidance raise on the next call.”
“Blackwell Ultra B300 yields are better than the analyst consensus. Heard from a TSMC contact that NVIDIA pulled forward the Q3 wafer order by six weeks. Expect a guidance raise on the next call.”
No replies yet. Be the first — thoughtfully.