英伟达GB300出货将爆发带旺台积、鸿海等营运

爱集微2025-12-21

新一代AI服务器英伟达（NVIDIA）GB300系列已在今年底小量出货，预期明年上半年大量出货，法人预估，明年GB300机柜可望达5.5万柜，下一代AI服务器Vera Rubin200，也将在明年第4季出货，可望挹注AI服务器供应链明年全年业绩，台积电（2330）、鸿海（2317）、广达（2382）、纬创（3231）、台达电（2308）、双鸿（3324）、奇𬭎（3017）、川湖（2059）与南俊...

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英伟达GB300出货将爆发 带旺台积、鸿海等营运

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英伟达GB300出货将爆发带旺台积、鸿海等营运