郭明錤：英偉達 H100 下一代 AI 加速器將採用 Chiplet 設計

華爾街見聞
2023.06.19 02:45
天風國際證券分析師郭明錤發佈研報指出，長電科技 2H23 毛利率/利潤將受益於 iPhone 15 UWB 製程升級，長期則受益於 Chiplet 成為 AI 加速器主流設計方案。郭明錤表示，iPhone 15 UWB 製程將自 16nm 升級至更先進的 7nm，長電科技為後段 SiP 供應商且此升級有助提升利潤。此外，其調查指出 Nvidia H100 下一代 AI 加速器也將採用 Chiplet 設計。
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