行业机构SemiAnalysis周一表示因关键电路板制造遇阻英伟达(NVDA.US)下一代旗舰产品——为2027年Rub

智通财经07-06 11:46

行业机构SemiAnalysis周一表示因关键电路板制造遇阻英伟达(NVDA.US)下一代旗舰产品——为2027年Rubin Ultra芯片设计的Kyber机架级架构已推迟超过12个月至2028年。这是近期一系列产品受阻事件中的最新一例进一步加深了市场对英伟达产品路线图的疑虑。SemiAnalysis的报告显示此次延迟源于系统核心——PCB中板的制造难题。SemiAnalysis称英伟达目前“没有成熟的解决方案来扩大Rubin Ultra的规模”这可能为AMD(AMD.US)和谷歌(GOOG.US)等竞争对手在高端市场打开罕见的技术窗口这两家公司的自研芯片已在顶级AI实验室中获得采用。

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