据天风国际分析师郭明錤透露，考虑到 CoWoS 与 HBM 供应在第四季度显著改善并有利于未来生产能见度，英伟达正与纬创资通讨论增加明年第一季度 AI 基板订单的事项。受此影响，纬创资通 2024 年第一季度基板订单有望显著增加约 60%。若产能不足，则会将部分订单转至明年第二季度生产。
基板是制造 PCB 的基本材料，也是目前绝大多数电子产品不可或缺的主要组件。得益于新订单，纬创资通的英伟达 AI 芯片基板出货预计今年第四季度出货创新高，并将在明年一季度持续增长 10-20%。预计纬创将取得 B100 的部分模组订单。
新闻翻译：
According to Tencent news, China’s Vanke is discussing with Nvidia increasing AI substrate orders for the first quarter of next year. This is due to the significant improvement in CoWoS and HBM supplies in the fourth quarter, which facilitates future production visibility. As a result, Vanke’s AI substrate orders for the first quarter of next year are expected to increase by about 60%. If production capacity is not enough, some orders will be transferred to production in the second quarter of next year.
Substrates are the main materials for making PCBs and are also essential components in most electronic products. With the new orders, Vanke’s AI chip substrate shipments are expected to reach a record high in the fourth quarter this year and continue to grow by 10-20% in the first quarter of next year. It is estimated that Vanke will secure B100 partial module orders.
【来源】https://www.ithome.com/0/723/033.htm
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