user nl
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Very interesting interview with the "best" analyst in the supply chain of semi, especially in Taiwan.
Now Jonah Cheng's view on the AI-supply chain. Just a snippet:
Among Taiwan’s senior retired tech analysts from foreign firms—a group that includes Andrew Lu（陸行之）,Kirk Yang（楊應超）, and Henry King（金文衡）—Jonah Cheng, known by the nickname “Captain,” stands out as an exception.
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Q: So, the pressure on Nvidia’s supply chain must be immense. Is it even harder than working with Apple used to be?
A: It’s a different model. The good thing about Nvidia is that its suppliers actually make money. With Apple, let’s be honest, “poisoned Apple” killed a lot of suppliers. Margins were terrible, profits were thin, and if you miscalculated capacity, you could go under..
With Nvidia, you can profit, but only if you can deliver. If you can’t keep up, you might spend months and millions chasing the project, only to have Foxconn beat you to market by six months. You end up with no orders, and the next-gen product is already ramping. Your investment could end up yielding nothing.
Here the whole interview (lots on the GB200 issues):
https://cwnewsroom.substack.com/p/semiconductor-analyst-jonah-cheng-ai-supply-chain
Now Jonah Cheng's view on the AI-supply chain. Just a snippet:
Among Taiwan’s senior retired tech analysts from foreign firms—a group that includes Andrew Lu（陸行之）,Kirk Yang（楊應超）, and Henry King（金文衡）—Jonah Cheng, known by the nickname “Captain,” stands out as an exception.
...................................
Q: So, the pressure on Nvidia’s supply chain must be immense. Is it even harder than working with Apple used to be?
A: It’s a different model. The good thing about Nvidia is that its suppliers actually make money. With Apple, let’s be honest, “poisoned Apple” killed a lot of suppliers. Margins were terrible, profits were thin, and if you miscalculated capacity, you could go under..
With Nvidia, you can profit, but only if you can deliver. If you can’t keep up, you might spend months and millions chasing the project, only to have Foxconn beat you to market by six months. You end up with no orders, and the next-gen product is already ramping. Your investment could end up yielding nothing.
Here the whole interview (lots on the GB200 issues):
https://cwnewsroom.substack.com/p/semiconductor-analyst-jonah-cheng-ai-supply-chain