So, supply does remain tight at this time. We expect the overall channel inventories, meaning the inventories that are with our AIC partners as well as in our e-tail and retail channels will likely remain lean throughout Q1. Our overall capacity has not been able to keep up with that overall strong demand that we have seen. We’ve seen in terms of constraints, constraints really from the overall global surge of compute and the overall capacity, capacity that may be necessary for assembly and test and/or sub trades as well. But again, we remain focused on this and working each day to improve our overall supply situation.

엔비디아 CFO가 언급한걸 가져와서 그당시 여론이 거봐 삼성 수율 개판이다 무슨 삼성이 빅칩 이런식으로 몰아가곤 했죠

저가 잘보면 삼파 문제라는게 아니고 수욕 폭증으로 여러부분에서 과부하라는느낌 즉 삼성이 칩을 잘줘도 다른곳에서 이슈가 터질 수 있고 이런거지 삼파탓했던게 아니였지요