摩根士丹利发表研究报告指,英伟达(NVDA.US) 透露已正式提交在中国销售H20 GPU的申请,预料将获美国政府核发许可证,估算目前台湾半导体供应链已准备好约100万片H20芯片库存,但目前台积电(TSM.US) 尚未启动新生产线,预料H20恢复供货将利好台积电及京元电子,但对中芯国际(00981.HK) 等中国本土GPU代工厂将带来压力。另外,有指英伟达未来数月将推出专为中国市场设计的...
Source Link摩根士丹利发表研究报告指,英伟达(NVDA.US) 透露已正式提交在中国销售H20 GPU的申请,预料将获美国政府核发许可证,估算目前台湾半导体供应链已准备好约100万片H20芯片库存,但目前台积电(TSM.US) 尚未启动新生产线,预料H20恢复供货将利好台积电及京元电子,但对中芯国际(00981.HK) 等中国本土GPU代工厂将带来压力。另外,有指英伟达未来数月将推出专为中国市场设计的...
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