PCB manufacturer Zhen Ding Technology-KY is reportedly facing issues with PCB boards for NVIDIA's upcoming Vera Rubin GPUs, causing its stock to plummet to the daily limit-down price of 504 yuan. NVIDIA has firmly denied these defect reports, but the market reaction indicates significant concern over potential delays or quality issues for its next-generation AI accelerators.
A critical component for NVIDIA's next-gen Vera Rubin GPUs is reportedly defective, threatening launch timelines and future compute supply.