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《大行》大摩:H20恢復供貨將對中芯(00981.HK)等中國代工廠帶來壓力
阿思達克 07-16 15:18
摩根士丹利發表研究報告指,英偉達(NVDA.US)透露已正式提交在中國銷售H20 GPU的申請,預料將獲美國政府核發許可證,估算目前台灣半導體供應鏈已準備好約100萬片H20晶片庫存,但目前台積電(TSM.US)尚未啟動新生產線,預料H20恢復供貨將利好台積電及京元電子,但對中芯國際(00981.HK)等中國本土GPU代工廠將帶來壓力。 另外,有指英偉達未來數月將推出專為中國市場設計的RTX Pro 6000 Blackwell人工智能晶片,大摩認為該晶片最終性能表現、價格及性價比將成為中國雲服務商採購關鍵考慮因素。
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