下调降至150万颗！HBM4验证延迟拖累英伟达Rubin GPU量产

格隆汇04-07

据快科技，英伟达新一代Rubin GPU的量产进度可能略有延迟，Rubin GPU的生产目标已从此前预期的200万颗下调至150万颗。主要受制于下一代高带宽内存HBM4的验证进展。研究机构在对亚洲供应链的调研中确认了这一数据，并同时指出，英伟达在先进封装技术CoWoS方面的供应已基本锁定。预计2026年CoWoS产能将达到65万片，同比增长76%；2027年进一步提升至84万片，同比增长29%。 ...

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