【占比】机构:预计2025年Blackwell将占英伟达高端GPU出货量80%以上;台积电美国厂芯片生产成本将增加5%~20%

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Jul 25, 2025

1、机构:预计2025年Blackwell将占英伟达高端GPU出货量80%以上2、AMD苏姿丰:台积电美国厂芯片生产成本将增加5%~20%3、台积电2nm制程月产能已达3.6万片 2028年将达20万片4、谷歌母公司第二季度净利润同比增长19% 资本支出大增100亿美元5、驱动智能边缘的发展1、机构:预计2025年Blackwell将占英伟达高端GPU出货量80%以上根据TrendForce集邦...

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