1. Oh someone won`t be getting a bonus this year, in fact they may never see the light of day again after the screw up. Disregarding the probable delay in supply won`t Nvidia be just put this down as a tax lose?

  2. Nvidia has reported surplus inventory, market share losing a bit to AMD, and crypto is in decline. I don’t think a shortage will affect end users. TSMC, the company that makes the wafers, also manufactures for Qualcomm and others, so they have other big contracts to keep them afloat. It’s a big screw up, but both companies still have significant revenue to weather it. All Q1 losses are expected to be regained Q2.

Leave a Reply