英伟达PCB调研纪要

行业报告研究院
16 Jun

要点H100/GB200 PCB排产更新;GB300进展,PCB方案设计,价值量预测,量产时间线;GB200/GB300供应商份额格局展望;PTFE方案进展;方正/景旺电子/鹏鼎验证进展。以下是专家观点:Chris:展望英伟达服务器H100目前的排产情况如何?上次提到是每月1000平方米专家:差不多,没什么太大的变化。Chris:一平方米对应多少颗GPU?专家:40颗。Chris: 目前H100的...

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