Guo Minggui: The unit price of NVIDIA B100 substrate is about 10% higher than H100 substrate
楚一帆
发表于 2023-12-28 11:01:25
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Guo Minggui: The unit price of NVIDIA B100 substrates is about 10% higher than H100. Guo Minggui pointed out today that ODM manufacturer Wistron is NVIDIA's largest supplier of CoWoS AI chip substrates in 2024, with a supply proportion of about 85%. Weichuang is also an exclusive supplier of AI chip modules and substrates for AMD (currently) and Intel (starting from the second half of 2024). The H-series substrate order obtained by Industrial Fulian is H200. The unit price of B100 substrate is about 10% higher than that of H100.
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