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Morgan Stanley: Supply Chain Checks Indicate That The 2U Air-Cooled Form Factor Of ... - Wccftech

Retrieved on: 2024-10-22 15:36:22

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Morgan Stanley: Supply Chain Checks Indicate That The 2U Air-Cooled Form Factor Of ... - Wccftech. View article details on hiswai:

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The article discusses supply chain challenges related to NVIDIA's Blackwell GPUs produced at TSMC, highlighting thermal issues with server form factors and adjustments in AMD's wafer bookings. It involves key players like NVIDIA, AMD, and TSMC within the semiconductor ecosystem.

Article found on: wccftech.com

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