英偉達GB300出貨將爆發帶旺台積、鴻海等營運

愛集微

2025/12/21

新一代AI服務器英偉達（NVIDIA）GB300系列已在今年底小量出貨，預期明年上半年大量出貨，法人預估，明年GB300機櫃可望達5.5萬櫃，下一代AI服務器Vera Rubin200，也將在明年第4季出貨，可望挹注AI服務器供應鏈明年全年業績，台積電（2330）、鴻海（2317）、廣達（2382）、緯創（3231）、台達電（2308）、雙鴻（3324）、奇鋐（3017）、川湖（2059）與南俊...

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07:52","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2593470241","market":"us","top_or_hot":-1,"title":"英偉達GB300出貨將爆發 帶旺台積、鴻海等營運","media":"愛集微","content":"<div>\n<p>新一代AI服務器英偉達（NVIDIA）GB300系列已在今年底小量出貨，預期明年上半年大量出貨，法人預估，明年GB300機櫃可望達5.5萬櫃，下一代AI服務器Vera Rubin200，也將在明年第4季出貨，可望挹注AI服務器供應鏈明年全年業績，台積電（2330）、鴻海（2317）、廣達（2382）、緯創（3231）、台達電（2308）、雙鴻（3324）、奇鋐（3017）、川湖（2059）與南俊...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221075345a464bd4f&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英偉達GB300出貨將爆發 帶旺台積、鴻海等營運</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221075345a464bd4f&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221075345a464bd4f&s=b\">愛集微</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004445015.USD","symbol_name":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221075345a464bd4f&s=b","article_id":"2593470241","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221075345a464bd4f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Hai","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"NVDS":0.6,"NVDX":0.6,"NVD":0.6,"NVDD":0.6,"NVDY":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDA":1.91},"content_text":"新一代AI服務器英偉達（NVIDIA）GB300系列已在今年底小量出貨，預期明年上半年大量出貨，法人預估，明年GB300機櫃可望達5.5萬櫃，下一代AI服務器Vera Rubin200，也將在明年第4季出貨，可望挹注AI服務器供應鏈明年全年業績，台積電（2330）、鴻海（2317）、廣達（2382）、緯創（3231）、台達電（2308）、雙鴻（3324）、奇鋐（3017）、川湖（2059）與南俊國際（6584）等台鏈，均可望受惠。法人表示，新一代AI服務器GB300未像GB200受到良率不佳與設計調整影響，出貨時程沒有遞延，第4季已小量生產，雖然GB300與GB200同屬Blackwell平台，但在散熱、板材、連接器等零組件或用量上皆較GB200提升，出貨單價與產值可望跟着提升，有機會帶動供應鏈廠商業績持續增長。法人預估，GB300機櫃明年出貨將達5.5萬櫃，年增129%，並以微軟、Meta、甲骨文（Oracle）與戴爾拉貨最積極，鴻海與廣達已小量出貨，至於Google與亞馬遜AWS預估需求為3,000到4,000櫃。法人指出，鴻海是微軟與甲骨文主要供應商，同時取得Meta第二供應商地位，將是GB300主要代工廠。至於廣達，少了部分Meta訂單，但是取得少量甲骨文與微軟訂單；緯創維持戴爾獨家供應商地位。針對明年AI服務器機櫃需求？鴻海董事長劉揚偉之前表示，客户對算力需求強勁，今年預估3萬到5萬機櫃，明年倍增到5萬到6萬櫃，這是相當保守的預估，有人預估到10萬櫃。鴻海過去一年在德州、加州、俄州與威州等擴大投資，持續擴建滿足客户迫切需求，並以自動化提升人均產值，新一代機櫃良率生產大幅提升，達到既有水準。第4季新一代機櫃快速爬坡，季比將高雙位數成長。廣達表示，由於CSP客户需求持續提高，數家新客户專案陸續出貨，訂單能見度已經放眼到2027年，GB300進入量產階段，預期交機速度將加速，明年下半年英偉達Rubin架構AI服務器產品將開始量產，將推動AI服務器出貨動能不斷加速。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

英偉達GB300出貨將爆發 帶旺台積、鴻海等營運

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英偉達GB300出貨將爆發帶旺台積、鴻海等營運