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不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单

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style=\"text-align: justify;\">H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。</p><p style=\"text-align: left;\">周二，媒体援引知情人士报道称，<strong>英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。</strong>这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。</p><p style=\"text-align: justify;\">这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，<strong>英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。</strong>因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。</p><p style=\"text-align: left;\">分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。</p><h2 id=\"id_1259098078\" style=\"text-align: left;\">H20芯片需求强劲，英伟达重启生产</h2><p style=\"text-align: justify;\">据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。</p><p style=\"text-align: left;\">对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。</p><p style=\"text-align: left;\">媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。</p><p style=\"text-align: left;\">此外，多位消息人士透露，<strong>英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。</strong></p><p style=\"text-align: left;\">尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单</title>\n<style 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href=\"https://wallstreetcn.com/articles/3752114\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","NVDA":"英伟达","BK4549":"软银资本持仓","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4551":"寇图资本持仓","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0345768153.USD":"NINETY 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SGD"},"source_url":"https://wallstreetcn.com/articles/3752114","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555608215","content_text":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。H20芯片需求强劲，英伟达重启生产据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。此外，多位消息人士透露，英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。","news_type":1,"symbols_score_info":{"TSM":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1008,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/461886784053712"}