根据最新消息显示,考虑到中国市场的强劲需求,NVIDIA(NVDA.US)已向台积电(TSM.US)下订了30万颗H20芯片。报道指出,此次30万颗H20芯片的订单,是对NVIDIA现有约60万至70万颗H20芯片库存的补充。目前,在旺盛需求的驱动下,整个AI半导体供应链带来持续的增长动力,英伟达AI争夺战中占据了绝对领先地位。报告预测,到2026年,英伟达的CoWoS晶圆总需求量将达到59.5...
Source Link根据最新消息显示,考虑到中国市场的强劲需求,NVIDIA(NVDA.US)已向台积电(TSM.US)下订了30万颗H20芯片。报道指出,此次30万颗H20芯片的订单,是对NVIDIA现有约60万至70万颗H20芯片库存的补充。目前,在旺盛需求的驱动下,整个AI半导体供应链带来持续的增长动力,英伟达AI争夺战中占据了绝对领先地位。报告预测,到2026年,英伟达的CoWoS晶圆总需求量将达到59.5...
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