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NVIDIA Responds to Reports of AI Server Architecture Delay, Affirming Unaltered Company Roadmap
2 day ago /
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Author：小编
On July 6, 2026, semiconductor research institute SemiAnalysis revealed that NVIDIA's Kyber NVL144 rack architecture is encountering substantial hurdles in the production of PCB middle plates. Consequently, a delay exceeding 12 months is anticipated, pushing the expected release date to 2028. In the wake of this announcement, stock prices of several Asian PCB manufacturers took a nosedive, with Ibiden witnessing a 10% drop, Kingboard Laminates H shares plummeting by 18%, Taiflex declining by 10%, and Samsung Electro-Mechanics experiencing an 11% decrease.
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