["供應鏈消息稱,英偉達明年將推出新一代AI芯片架構B100。","B100預計採用4納米制程,集成2顆GPU和8顆HBM,將提升CoWoS封裝需求。 ","英偉達從臺積電和後端OSAT獲得CoWoS產能支持,有利未來生產能見度。","隨着CoWoS產能擴充,英偉達AI芯片出貨量將提高,反向刺激CoWoS需求增長。","分析認爲英偉達新架構有利其AI芯片發展,也將促進CoWoS等封裝技術進步。"]
["投資人對英偉達的預期高於市場共識","Nvidia 的 CoWoS 第四季出貨 QoQ 增速將放緩","ChatGPT 流量下滑對 AI 股票影響力逐漸增加"]
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