Ming-Chi Kuo Post On X, "As Nvidia's GB200 Nears Mass Production, More Components Are Gaining New Suppliers, Which Helps Reduce Costs and Improve Quality Control. However, It Also Signals Rising Competition Within the Supply Chain. Two Recent Examples...
Ming-Chi Kuo Post On X, "As Nvidia's GB200 Nears Mass Production, More Components Are Gaining New Suppliers, Which Helps Reduce Costs and Improve Quality Control. However, It Also Signals Rising Competition Within the Supply Chain. Two Recent Examples...
郭明錤在X发帖称：“随着英伟达的GB200接近批量生产，越来越多的元件获得了新供应商，这有助于降低成本并提高质量控制。然而，这也预示着供应链内竞争的加剧。两个最近的例子...
Ming-Chi Kuo Post On X, "As Nvidia's GB200 Nears Mass Production, More Components Are Gaining New Suppliers, Which Helps Reduce Costs and Improve Quality Control. However, It Also Signals Rising Competition Within the Supply Chain. Two Recent Examples of Key Power Components Are: 1. Integrated Base Controllers: Previously Supplied Only by Delta Electronics, MPS Has Become the Second Supplier. 2. Voltage Regulators: Initially Supplied Exclusively by MPS, Infineon and TI Have Now Been Added as New Suppliers."
郭明池在 X 上发帖说：“随着英伟达的 GB200 接近量产，越来越多的组件正在获得新的供应商，这有助于降低成本和改善质量控制。但是，这也预示着供应链内部竞争的加剧。关键电源组件的两个最新示例是：1.集成基础控制器：MPS以前仅由台达电子提供，现已成为第二家供应商。2.稳压器：最初由 MPS 独家提供，英飞凌和 TI 现已成为新供应商。”
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