英伟达GB200芯片供不应求，带动台链封测厂日月光、京元电业绩飙升
近日，英伟达（NVIDIA）全新Blackwell架构打造的GB200与B系列人工智能（AI）芯片供不应求，引发业界关注。随着客户的大量导入，英伟达追加台积电先进制程投片量，引发追单效应蔓延至后段封测厂。
据最新消息，英伟达GB200芯片供不应求的态势已延伸至相关产业链，使得日月光投控及京元电运营大爆发。相关订单量在第四季度呈现翻倍增长趋势，盛况空前。作为业界领先的芯片厂商之一，英伟达的这一新动向无疑是给整个行业带来一股强大的推动力。此次芯片的强劲需求带动相关产业链的发展，更证明了全球范围内对人工智能技术的强烈需求及广阔前景。这也预示着人工智能产业正迎来新一轮的发展热潮。英伟达此次新品发布不仅推动了自身业务的增长，更带动了整个行业的繁荣与发展。未来，随着人工智能技术的不断普及和深入应用，英伟达以及整个产业链的发展前景将更加广阔。值得关注的是，未来还将有更多的技术创新引领行业朝着更高的水平发展。
英语如下：
News Title: NVIDIA GB200 Chip Supply Cannot Meet the Demand, Driving Revenue Surge for Test and Packaging Vendors such as ASE and YieldTech
Keywords: NVIDIA chip supply shortage, Taiwan’s semiconductor test and packaging sector boom, orders surge
News Content: NVIDIA GB200 Chip Supply Shortage Drives Revenue Surge for ASE and YieldTech
Recently, the shortage of NVIDIA’s new Blackwell architecture GB200 and B-series artificial intelligence (AI) chips has garnered industry attention. As customers pour in, NVIDIA has increased its reliance on TSMC’s advanced processes, leading to a ripple effect that has spread to the backend test and packaging factories.
According to the latest news, the shortage of NVIDIA GB200 chips has extended to the related industry chain, triggering a big surge in operations for ASE and YieldTech. Orders have doubled in the fourth quarter, with an unprecedented boom. NVIDIA’s new move as one of the leading chip manufacturers in the industry is undoubtedly a strong driving force for the entire industry. This strong demand for chips is driving the development of related industry chains, proving the strong demand and broad prospects for AI technology worldwide. It also indicates that the AI industry is ushering in a new round of development boom. NVIDIA’s new product launch not only drives its own business growth but also boosts the prosperity and development of the entire industry. In the future, with the continuous popularization and deep application of AI technology, the development prospects of NVIDIA and the entire industry chain will be even broader. It is noteworthy that more technological innovations will lead the industry to develop to a higher level.
【来源】https://ijiwei.com/n/908119
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