Zephyr
@zephyr_z9
AI & Chips | Not Investment Advice | DYOD
가입 August 2023
766 팔로잉 중 171.3K 팬
Btw, ABF substrates & PCB/CCL are the biggest constraints for 2027
Nvidia or Google can reduce HBM per GPU and DRAM per server to increase shipments, but they can't work around this
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