摩根士丹利:纬创 H20 供应链暂停发货
摩根·2025-04-22 06:52
April 21, 2025 10:34 PM GMT Wistron Corporation | Asia Pacific Hopper GPU baseboards may face downside Last week, Nvidia filed an 8k to disclose that the US government has enacted new licensing requirements for shipments of the H20 product "and any other circuits achieving the H20's memory bandwidth, interconnect bandwidth, or combination thereof" pertaining to China or companies headquartered in China along with any D:5 countries. The U.S. government also informed Nvidia that the license requirement will b ...