从康宁、SCHMID到盛美上海:英伟达玻璃基板布局下的产业链观察

同花顺
Sep 28

英伟达(NVDA)正在评估玻璃基板(886111)方案,并与德国设备厂商SCHMID等企业开展合作。相关报道还提到,英伟达(NVDA)希望韩国、日本及中国台湾地区的基板厂商在两年内完成开发,最快于2028年前导入。市场关注随之从“玻璃能否替代有机基板”,转向一个更具体的问题:英伟达(NVDA)的布局,究竟会牵动哪些产业环节?更重要的是,已经出现的合作、投资、送样和设备订单,距离稳定量产还有多远?一...

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