国内玻璃基板企业离英伟达订单还有几道门?一份供应链验证清单

同花顺
Sep 30

英伟达(NVDA)正在评估玻璃基板(886111)方案,并与德国设备厂商SCHMID等企业推进相关设备开发。消息传出后,市场迅速把玻璃基板(886111)交易成AI封装的新主线。但真正需要回答的问题不是“谁布局了玻璃基板(886111)”,而是:国内材料、设备和载板企业,究竟走到了研发、送样、中试、客户认证,还是已经进入量产订单阶段?答案必须从订单证据出发,而不能从概念标签倒推。一、先建立订单证据...

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