韦德布什亚洲供应链调研：英伟达B200芯片供不应求，未来增长空间仍存

智通财经2025-07-08

7月8日，韦德布什证券分析师近日完成对亚洲半导体供应链的深度考察后发布报告指出，英伟达B200芯片需求持续超出供应能力，预示未来季度仍存在增长空间。该机构分析师Matt Bryson和Antoine Legault在投资者报告中强调，尽管英伟达产能持续提升，但其基于B200的PCIe解决方案供应仍显紧张，公司似乎更倾向于优先出货GB200系列。这一策略调整或将利好模型构建商、NeoCloud、超算...

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