【郭明𫓹:英伟达加速GB300 NVL72开发 预计2025年采购1.5亿台DrMOS】知名分析师郭明𫓹最新调查显示,英伟达加速GB300 NVL72开发,并计划提前拉拢DrMOS/SPS订单,预计2025年总采购量将突破1.5亿台。AOS(Alpha and Omega Semiconductor)确认为GB300 NVL72的主要DrMOS供应商(市场份额为70%)。AOS预计将在2025年第二季度出货5000万至6000万个DrMOS单元,相比市场预期的2025年第四季度在时间上有所提前。(科创板日报)

金融界
08 Feb
知名分析师郭明𫓹最新调查显示,英伟达加速GB300 NVL72开发,并计划提前拉拢DrMOS/SPS订单,预计2025年总采购量将突破1.5亿台。AOS(Alpha and Omega Semiconductor)确认为GB300 NVL72的主要DrMOS供应商(市场份额为70%)。AOS预计将在2025年第二季度出货5000万至6000万个DrMOS单元,相比市场预期的2025年第四季度在时间上有所提前。(科创板日报)

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