业界：国巨将切入英伟_老虎社区_美港股上老虎

2024-04-08

业界：国巨将切入英伟达GB200服务器供应链

4月8日｜据台湾工商时报，英伟达GB200服务器预计将于第四季度进行大规模量产，鸿海、广达拿下这一大单。业界表示，国巨作为MLCC、钽电容等被动电子元件大厂，将打入GB200供应链，有望受惠。业界称，AI服务器对被动元件MLCC消耗量最多，而且多半为大容量、高压的特殊规格，相比一般服务器用量约为2倍，总容量达2~3倍，总金额达4~6倍。$英伟达(NVDA)$ $广达公司(PWR)$ $鸿海集团(HHPD.UK)$

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