Nvidia CFO Said We Expect Supply To Increase Each Quarter Through Next Year; Said Nvidia CFO Said L40S Chip Is Not Limited By TSMC COWOS Packaging Supply Chain
Portfolio Pulse from Charles Gross
Nvidia's CFO has stated that the company expects supply to increase each quarter through the next year. Additionally, the CFO clarified that the L40S chip is not limited by TSMC COWOS packaging supply chain.
August 23, 2023 | 9:15 pm
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NEUTRAL IMPACT
Nvidia's L40S chip is not limited by TSMC COWOS packaging supply chain, indicating that TSMC's supply chain issues do not impact Nvidia's chip production.
The statement from Nvidia's CFO indicates that TSMC's supply chain issues do not impact Nvidia's L40S chip production. This suggests that TSMC's supply chain issues may not have a significant impact on TSMC's business with Nvidia, which could be neutral for TSMC's stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Nvidia expects supply to increase each quarter through the next year, which could potentially boost sales and revenue. The L40S chip is not limited by TSMC COWOS packaging supply chain, indicating a stable production outlook.
The statement from Nvidia's CFO indicates a positive outlook for the company's supply chain, which could lead to increased sales and revenue. The fact that the L40S chip is not limited by TSMC COWOS packaging supply chain suggests a stable production outlook, which is beneficial for the company's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100