Tonight's culprit for the plummet, #Semianalysis has sent a short essay to institutional clients:

Original translation: "At the 2026 Taipei Computer Show, the biggest core conclusion: the two major technologies of co-packaged optical CPO and 800-volt high-voltage direct current power supply are likely to be postponed compared to the previously scheduled timeline for industry production expansion."

The core conclusion is: NVIDIA's Rubin plans to begin mass production in the second half of 2026, while the enhanced Rubin Ultra and supporting Kyber series, such as the NVLink 6 switch cluster, may be forced to delay until 2028!🧐

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