NVIDIA Capped Its Growth at 70% Because HBM Takes 3x the Silicon of Ordinary Memory

Smartkarma08-28 10:43

⬆ TSMC (Taiwan Semiconductor Manufacturing) - ADR - NVIDIA guided FY28 revenue growth near 70% and Huang said demand is much greater than that. The ceiling is memory supply, not demand.


Continue reading on Smartkarma:- https://www.smartkarma.com/insights/nvidia-capped-its-growth-at-70-because-hbm-takes-3x-the-silicon-of-ordinary-memory?utm_source=tiger_community

By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community

On TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM):- https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-adr?utm_source=tiger_community

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