报告:英伟达可能在部分后端环节采用英特尔的Foveros芯片技术

格隆汇
1 hour ago
韩国GF证券分析师Jeff Pu在一份报告中提到,英伟达可能在部分后端环节采用英特尔的Foveros芯片技术,英特尔代工业务有望再拿下一笔潜在订单。时间点也被点明了,英特尔14A制程预计在2028年下半年投产,英伟达可能在同一时期通过Foveros封装把这个选项纳入进来。

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