Ming-Chi Kuo Post On X, "As Nvidia's GB200 Nears Mass Production, More Components Are Gaining New Suppliers, Which Helps Reduce Costs and Improve Quality Control. However, It Also Signals Rising Competition Within the Supply Chain. Two Recent Examples...

郭明錤在X發帖稱："隨着英偉達的GB200快到大規模生產階段，更多元件開始有新供應商參與，幫助降低成本並改善質量控制。但這也意味着供應鏈內競爭加劇。最近的兩個例子...

Benzinga · 10/09 23:16

Ming-Chi Kuo Post On X, "As Nvidia's GB200 Nears Mass Production, More Components Are Gaining New Suppliers, Which Helps Reduce Costs and Improve Quality Control. However, It Also Signals Rising Competition Within the Supply Chain. Two Recent Examples of Key Power Components Are: 1. Integrated Base Controllers: Previously Supplied Only by Delta Electronics, MPS Has Become the Second Supplier. 2. Voltage Regulators: Initially Supplied Exclusively by MPS, Infineon and TI Have Now Been Added as New Suppliers."

郭明錤在X網站上發帖稱：「隨着英偉達的GB200接近大規模生產，越來越多的元件正在獲得新的供應商，這有助於降低成本和提高質量控制。然而，這也預示着供應鏈中競爭加劇。最近的兩個關鍵功率元件的例子是：1. 集成基準控制器：以前只由臺達電子供應，MPS已成爲第二供應商。2. 電壓調節器：最初只由MPS獨家供應，英飛凌和TI現在已成爲新的供應商。」

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