Blackwell供应商芯源系统暴跌!分析师力挺:没技术问题

华尔街见闻
12 Nov 2024

美东时间11月11日周一早上,投资公司Edgewater Research给投资者发通知称,Monolithic Power(简称MPWR,芯源系统)为英伟达Blackwell芯片生产的电压调节模块/电源管理芯片可能有问题,这可能会导致该公司不能给英伟达的Blackwell显卡供货了,供货份额会被大砍甚至是完全失去。 他们认为Renesas(瑞萨电子)可能会接手B200项目,而Infineon(...

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