NVIDIA Rubin 平台产业链全景图来了！
仔细看这些供应商名单：
HBM4：SK海力士、三星、美光
PCB：沪电股份、深南电路
光模块：中际旭创、新易盛
算力军备竞赛，谁才是真正的受益者？
这张图值得收藏研究📊
From X
Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.