Hi everyone, this is Lauly, sending greetings from Taipei. We’ve been seeing dark clouds in the sky most afternoons, much like those gathering over volatile Asian stock markets in the past few trading days.
Last Friday, just minutes before stepping into an interview, two industry friends told me that the scheduled shipment of Nvidia’s new GB200 system had encountered some problems. When I finally got out of the interview two and half hours later, the news was all over the internet and the Taiwan Stock Exchange had shed more than 1,000 points. My jaw dropped.
The pessimistic atmosphere extended to Monday, as Japan’s benchmark index recorded its worst-ever daily sell-off on a points basis.
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