Nvidia 说「大量的上一代笔电 GPU 有瑕疵」，股价随即自由落体

kovaco

Nvidia 不愿意具体的说是哪些芯片出了问题，但问题的来源是出在芯片包装时使用的材质，和部份笔电的散热系统设计（TDP 估算错误?）。目前 Nvidia 已经准备好一个新的驱动程序，要求系统风扇提早启动来减少 GPU 所受到的压力，但这也只是治标，并不能治本。Nvidia 预期第二季营收将因产品维修减少 1.5~2 亿美元，而这点，加上第二季营收可能不如预期，让 Nvidia 股票一口气跌掉了 25%。

营收不如预期？希望不是产业全面性的问题...

rickerlian

的确，公司里有几台go 7400花屏了:unsure: :unsure:

downdown

{glare:] {glare:] 原来如此，我的笔记本现在GPU待机温度80-90度，打游戏接近110度。。。离130度报警温度才差20度。。。。。。

kovaco

Nvidia has uncovered a problem with some older graphics chips that shipped in "significant quantities" of laptop PCs, the company said Wednesday.


Nvidia hasn't determined the exact cause of the problem but said it relates to a packaging material used with some of its chips, as well as the thermal design of some laptops. Modern processors generate considerable amounts of heat.


To tackle the problem, the company is releasing a software driver that will cause system fans to start operating sooner and reduce the "thermal stress" on the chips. The driver has been provided to laptop makers directly, said Derek Perez, an Nvidia spokesman.


Nvidia will take a charge against second-quarter earnings of US$150 million to $200 million to cover the expected cost of repairing and replacing the products, which include graphics processing units and media and communications processors. It didn't say specifically which of its products were affected.


The products have been failing in the field at "higher than normal rates," Nvidia said. In a filing with the U.S. Securities and Exchange Commission, it said it was talking to its supply chain about getting reimbursed for some of the costs.


The company also had other bad news on Wednesday. It said it was lowering its revenue forecast for the second quarter due to pricing pressure and delayed product ramps. The company now expects revenue to be between $875 million and $950 million.

[ 本帖最后由 kovaco 于 2008-7-4 10:05 编辑 ]

ocfail

才跌25%就自由落体了？ 沪指 6K+ 到现在2700拉锯  老百姓还可以接受呢{titter:]

kovaco

Nvidia这个昔日的王者,从高端到主流都被对手压制,后院又起火,已经到了最危急的时刻{mellow:]

whateveru

笔记本电脑就是用来办公的，我建议以后制定法律把笔记本的3D部分去掉，重量加电池不能超过999克

kovaco

原帖由 ocfail 于 2008-7-4 10:05 发表
才跌25%就自由落体了？ 沪指 6K+ 到现在2700拉锯  老百姓还可以接受呢{titter:]

中国的股市是经济反晴雨表 {closedeyes:]

kakushou

等新驱动咯。。。。。。。。。

ifu

原帖由 ocfail 于 2008-7-4 10:05 发表
才跌25%就自由落体了？ 沪指 6K+ 到现在2700拉锯  老百姓还可以接受呢{titter:]

5.54 (30.73%) 一天30%当然算自由裸体

china17

嘿嘿,我的8600M GT还超到了8700M GT的频率{lol:]

wwwlm2001

o:) o:) o:)

netnetdogs

那个叫P什么的没影子了。。。

potatoXin

自NVIDIA于7月2日下调第二季度的销售预估，当天，NVIDIA的股价暴跌23.5%，而昨天更是再跌31%，呈现出自2004年以来单日最大幅下跌局面，两天合计跌幅已达47%。NVIDIA是在7月2日宣布削减财政预估，从原来的11亿美元削减到8.75亿-9.75亿美元。

　　另外，突如其来的笔记本GPU“良品率过低”事件，迫使NVIDIA从财政预算中划出1.5-2亿美元用于保修和退货。NVIDIA则将矛头直指芯片材料和电路板封装，表示会追究相关供应商的责任。该事件与股价大跌不能说没有关系。

　　此外，NVIDIA新一代显示芯片G200系列销售情况不如预期，并且与AMD的价格战已经打响，肯定会加重财政。加上CUDA遭业界内冷遇，势必使NVIDIA更加问题重重。

lrjxaint

nv大js该放放血了

winfast007

自NVIDIA于7月2日下调第二季度的销售预估，当天，NVIDIA的股价暴跌23.5%，而昨天更是再跌31%，呈现出自2004年以来单日最大幅下跌局面，两天合计跌幅已达47%。NVIDIA是在7月2日宣布削减财政预估，从原来的11亿美元削减到8.75亿-9.75亿美元。


好恐怖的跌幅

acqwer

再来次利空搞不好连1年的长线跌幅都要超过AMD了。

adfun

NV一跌INTEL和AMD都笑了
我得儿意的笑 得儿意的笑 。。。

CC9K

记得他老人家是轮子吧