郭明𫓹:英伟达GB300/B300 AI服务器供应链遇挑战

美港电讯
17 Dec 2024

【郭明𫓹:英伟达GB300/B300 AI服务器供应链遇挑战】金十数据12月17日讯,天风证券分析师郭明𫓹今天(12月17日)发布投资研究报告,表示英伟达正为GB300和B300开发测试DrMOS技术,发现AOS的5x5DrMOS芯片存在严重过热问题。这一问题可能影响系统量产进度,并改变市场对AOS订单的预期。消息称英伟达优先测试来自AOS的5x5DrMOS,一方面是增强对MPS的议价力以降低成本,另一方面AOS拥有更丰富的5x5DrMOS设计与生产经验。供应链消息称导致AOS的5x5DrMOS过热问题的原因,除了芯片本身之外,还源于系统芯片管理等其它方面的设计不足。

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