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Bank of America responds to "Nvidia Kyber rack delays": The concerns are reasonable, but demand for PCB/CCL/substrates remains strong and sees the adjustment as a buying opportunity.

Bank of America responds to "Nvidia Kyber rack delays": The concerns are reasonable, but demand for PCB/CCL/substrates remains strong and sees the adjustment as a buying opportunity.

Before the market opened on July 6th, semiconductor industry research agency SemiAnalysis posted six consecutive tweets on the X platform, directly naming Nvidia Kyber NVL144 rack as facing a “major delay”, while Rubin Ultra was reduced from a four computing chip version to a two chip version, and the timeline
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