Strong Demand Cannot Hide Supply Anxiety, Nvidia Emphasizes Two-Year Production Lock-in Plan
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By:格隆汇
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Glonghui Jan 6|Nvidia CEO Jensen Huang emphasized "very strong demand" during his keynote speech at CES on Monday. However, according to Raymond James, he failed to ease investor concerns regarding the company's supply capabilities. Analysts pointed out in a research report that investors are worried about memory chip supply constraints. Raymond James stated that Nvidia's management mentioned the company has been planning its supply chain with partners for about two years. Analysts believe this means the company has already secured the supplies it needs.
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