郭明錤：英伟达 H100 下一代 AI 加速器将采用 Chiplet 设计

Wallstreetcn
2023.06.19 02:45
天风国际证券分析师郭明錤发布研报指出，长电科技 2H23 毛利率/利润将受益于 iPhone 15 UWB 制程升级，长期则受益于 Chiplet 成为 AI 加速器主流设计方案。郭明錤表示，iPhone 15 UWB 制程将自 16nm 升级至更先进的 7nm，长电科技为后段 SiP 供应商且此升级有助提升利润。此外，其调查指出 Nvidia H100 下一代 AI 加速器也将采用 Chiplet 设计。
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