Asia will remain the centre of the chip industry despite the build-up of chip production in the west, Christophe Fouquet, president and CEO of Dutch chip production equipment maker ASML, told Nikkei ...
天风证券分析师郭明錤在X平台发布推文,表示模拟芯片领域的两大领军者德州仪器以及英飞凌已成为英伟达GB200的新供应商名单。郭明錤在推文中表示随着Nvidia GB200接近量产之际,越来越多的零组件增加新的供应商,有利于降低成本与质量控制,但也意味着供应链竞争压力浮现。其中基座控制器原本由台积电独家供应,现在增加Monolithic Power ...