Counterpoint 分析师：Nvidia 对 TSMC 先进制程晶圆需求未见放缓或砍单迹象
"We believe the demand for leading-edge wafers is larger than any one executive, and we see there's no sign of Nvidia slowing down or actually cutting...
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Counterpoint Research 高级分析师 William Li 表示，先进制程晶圆的需求大于任何一位高管个人能影响的范围，目前没有看到 Nvidia 放缓或实际削减向 TSMC 下单的迹象。
来源：@BusinessInsider · x.com