2020-12-08 00:48
1.傳言nVidia轉回TSMC. 但目前尚未發生.
2.AMD 2020 Q4 and 2021 Q1 6000 series GPU也是缺貨(因為要優先給PS5). 所以nVidia沒那麼怕. 如果AMD 6000 series GPU. Q2大量供給nVidia就會有轉單壓力了(如果Samsung yield沒起色).
3.Samsung手機是高通第一大客戶. 互相照顧生意是必然的.
4. Samsung offered very special price to nvidia and Qualcomm.
5.需持續觀察nvidia RTX3000 GPU供應狀況. 可以觀察samsung良率