#NMR报告

AI产业挖掘🐔

5个月前

NMR发布的报告中提到砍单消息 Our industry survey shows nVidia has cut its 2025 CoWoS-S bookings at TSMC and UMC (2303 TT, Buy; interposer only) by likely ~80% level very recently. 鸿海的数据也反馈了类似问题，h系列卡下降的比预期要快很多，要特别小心 $SMCI $NVDA

#NMR报告 #nVidia砍单 #2025年 #TSMC #UMC #鸿海 #h系列卡 #产业调查