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• #51037 S_x96x_S addikt

  Új Válasz 2025-04-11 03:57:46 #51037

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  S_x96x_S

  addikt

  (USA VÁM) nvidia: Taiwan --> Mexico --> USA.

  "Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment UPS, Generators, Transformers, Switchgear, Power Distribution Equipment, Chillers, Cooling, Pumps, OEM & ODM Supply Chain, Lasers, Softbank Impact, Nvidia Balance Sheet Usage"
  https://semianalysis.com/2025/04/10/tariff-armageddon-gpu-loopholes/

  "Parts and accessories” reveal a much higher dependence on Asia. Taiwan dominates, but China is a significant player, too. Given the increasing mix shift to GB200, NVIDIA imports may shift more towards Taiwan moving forward. However, given the USMCA driven loophole, the supply chain may try to re-export these components through Mexico to incur zero tariffs"
  
  "
  Here is a quick recap on the supply chain flow of Nvidia’s Oberon and HGX products.
  1. The GPU packages are shipped from TSMC to FII (Foxconn) and Wistron for board assembly.
  2. Wistron and FII assemble the GPUs onto different configurations of boards, including HGX universal baseboard (UBB) and Bianca board (GB200).
  3. The boards are then sold back to Nvidia by Wistron and FII.
  4. Nvidia sells the boards to different ODM’s for L6-L11 assembly, where they assemble the boards into GPU server chassis and racks."
  """

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