No-one is panicking yet and there is no sign of serious delays, but IBM is understood to be getting lower than expected yields on some of the Thermal Conduction Modules for the 3090S models, and the snags are causing some upgrades from Es at some customer sites to be delayed by as much as a month or two: the problem is not at present being seen as serious to IBM’s bottom line and hasn’t shown up yet in the share price, although there was a knee-jerk drop on AIX being late.
IBM GETS LOWER THAN EXPECTED YIELDS ON SOME THERMAL CONDUCTION MODULES
