PCB成关键瓶颈？机构爆料：制造工艺面临挑战，英伟达Kyber机架或遇延迟

格隆汇07-06 10:00

半导体行业研究机构SemiAnalysis北京时间今日上午在社交平台发布一系列文章，指出英伟达Kyber NVL144机架架构或将遭遇延迟。该机构表示：“就在黄仁勋于GTC展示Kyber NVL144仅三个月后，该产品就遭遇了重大挫折，并被延迟超过12个月，推迟至2028年。”关于产品延迟的原因，该机构将其归结为“PCB中板的制造工艺仍面临重大挑战”。SemiAnalysis指出：“英伟达目前没有经过验证的解决方案来扩展Rubin Ultra的规模扩展域，这为AMD MI500X或TPUv8i Broadfly等竞争对手在规模扩展能力上超越Rubin Ultra留下了空间。”

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PCB成关键瓶颈？ 机构爆料：制造工艺面临挑战，英伟达Kyber机架或遇延迟

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PCB成关键瓶颈？机构爆料：制造工艺面临挑战，英伟达Kyber机架或遇延迟