机构：英伟达Blackwell平台需求上升，预计推动台积电今年CoWoS产能增长超150%

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4月16日，集邦咨询研报指出，NVIDIA新一代平台Blackwell，包含B系列GPU及整合NVIDIA自家Grace Arm CPU的GB200等。GB200的前一代为GH200，皆为CPU+GPU方案，主要搭载NVIDIA Grace CPU及H200 GPU，但以GH200而言，出货量估仅占整体NVIDIA高端GPU约5%。目前供应链对NVIDIA GB200寄予厚望，预估2025年出货量...

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