电子行业周报:英伟达Rubin投产,博通12月业绩会有望上修ASIC收入

国金证券
Nov 10, 2025

(以下内容从国金证券《电子行业周报:英伟达Rubin投产,博通12月业绩会有望上修ASIC收入》研报附件原文摘录)英伟达Rubin投产,博通12月业绩会有望上修ASIC收入。英伟达CEO黄仁勋11月8日受访时表示,英伟达近来业务非常强劲,逐月转强,Blackwell需求强劲,且不只GPU本体,英伟达同时也打造CPU、网路芯片、交换器等,与Blackwell相关的芯片很多。他透露,下一代Rubin的...

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