["供应链消息称,英伟达明年将推出新一代AI芯片架构B100。","B100预计采用4纳米制程,集成2颗GPU和8颗HBM,将提升CoWoS封装需求。 ","英伟达从台积电和后端OSAT获得CoWoS产能支持,有利未来生产能见度。","随着CoWoS产能扩充,英伟达AI芯片出货量将提高,反向刺激CoWoS需求增长。","分析认为英伟达新架构有利其AI芯片发展,也将促进CoWoS等封装技术进步。"]
["投资人对英伟达的预期高于市场共识","Nvidia 的 CoWoS 第四季出货 QoQ 增速将放缓","ChatGPT 流量下滑对 AI 股票影响力逐渐增加"]
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