H20禁售令 波及英业达、神达…未来服务器出货可能不乐观

爱集微
17 Apr

美国再次收紧英伟达、AMD降规版AI芯片销陆政策,重创大陆AI服务器产业,代工厂英业达(2356)、神达出货中国大陆云端服务供应商(CSP)份额为台厂中相对大宗,市场忧心恐牵动两大代工厂后市出货展望。综合外媒报导,英伟达H20、AMDMI308和同规格的降规版AI芯片,都在美方此次扩大限制销陆的名单,其中,英伟达在约莫一周前即获知美国出口新规,也就是需要取得许可才能销售大陆,但英伟达并未第一时间...

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