英伟达GB300出货将爆发 带旺台积、鸿海等营运

爱集微
Dec 21, 2025

新一代AI服务器英伟达(NVIDIA)GB300系列已在今年底小量出货,预期明年上半年大量出货,法人预估,明年GB300机柜可望达5.5万柜,下一代AI服务器Vera Rubin200,也将在明年第4季出货,可望挹注AI服务器供应链明年全年业绩,台积电(2330)、鸿海(2317)、广达(2382)、纬创(3231)、台达电(2308)、双鸿(3324)、奇𬭎(3017)、川湖(2059)与南俊...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10