7月6日研究机构SemiAnalysis在X平台发文称英伟达Kyber NVL144架构系统在PCB制造环节遭遇挫折。当

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7月6日研究机构SemiAnalysis在X平台发文称英伟达Kyber NVL144架构系统在PCB制造环节遭遇挫折。当天亚洲印刷电路板(PCB)板制造商的股价重挫。英伟达最大的供应商之一的日本PCB制造商揖斐电股价一度下跌10%。相关供应链公司中建滔积层板H股一度重挫18%台光电下跌10%三星电机一度下跌11%。

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