bearish

Early Sign of AI GPU Market Inflection Point?

Andrew has highlighted this Insight as a Top Pick
913 Views10 Apr 2024 07:16
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain vendors but need more information to confirm
What is covered in the Full Insight:
  • Resolution of AI GPU shortage issue
  • Reduction in lead time
  • Potential implication to supply chain vendors
  • Uncertainty over earlier overbooking
  • Potential for AI GPU oversupply
SUMMARY
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Andrew Lu
Asia and Global Semiconductor and Tech Research
Taiwan & ChinaInformation TechnologyEquity Bottom-Up
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