Nvidia Rubin GPU faces mass production setback, says Aletheia

Aletheia notes that Nvidia’s (NVDA) Rubin GPU is scheduled for mass production this quarter, but reports that the firm’s latest industry checks suggest a pivot from a dual-lid to a single-lid heat spreader design due to the former failing to meet stringent requirements. The firm expects Rubin’s chip-on-wafer production to be temporarily suspended and sees it as “unlikely to resume until this mechanical issue is fully resolved,” it tells investors.

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