With Its Blackwell Chips Delayed, Should Investors Delay Buying Nvidia Stock?
While there has been a lot of excitement surrounding the launch of Nvidia's (NASDAQ: NVDA) latest chips based on its new Blackwell architecture, both customers and investors apparently will need to wait a bit longer. According to reports, the shipment of the chips will be delayed, although by how long remains to be seen.
Given the strong demand that was expected for the chips, let's take a closer look at the issue and the impact it may have on the stock.
As first reported by the tech publication website The Information, a design flaw in its Blackwell B200 chip was found "unusually late" in the production process. The issue is believed to stem from the company being one of the first to use Taiwan Semiconductor Manufacturer's new CoWoS-L packaging technology ("Chip on Wafer on Substrate with a Local silicon interconnect," if you're curious) and the placement of the bridge dies connecting two graphics processing units (GPUs) being less than perfect.
Source Fool.com