大摩:美国云端厂商加码GB200 台积电与五大ODM供应链迎新机遇

爱集微
Jun 03, 2025

摩根士丹利(大摩)最新消息指出,据供应链调查显示,一家非四大超大规模云端服务供应商(CSP)的美国企业,正在增加GB200机架的订单。大摩评估将嘉惠台厂台积电及五大ODM厂如技嘉、鸿海、广达、纬创、纬颖等。大摩在最新出具的“大中华科技硬体产业”报告中指出,根据供应链的信息指出,这家非四大CSP厂,正在增加的GB200机架订单预计将于第三季度中期开始交付,并持续到今年年底。如果后续订单增加,甚至可能...

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