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發帖稱：“隨着英偉達的GB200接近批量生產，越來越多的元件獲得了新供應商，這有助於降低成本並提高質量控制。然而，這也預示着供應鏈內競爭的加劇。兩個最近的例子...
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 上發帖說：「隨着英偉達的 GB200 接近量產，越來越多的組件正在獲得新的供應商，這有助於降低成本和改善質量控制。但是，這也預示着供應鏈內部競爭的加劇。關鍵電源組件的兩個最新示例是：1.集成基礎控制器：MPS以前僅由臺達電子提供，現已成爲第二家供應商。2.穩壓器：最初由 MPS 獨家提供，英飛凌和 TI 現已成爲新供應商。」
資訊熱榜
更新時間