瑞银:预计2026年英伟达CoWoS晶圆需求将达67.8万片 同比增近40%

金十数据10月11日讯,瑞银预计,受Blackwell、Blackwell Ultra以及Rubin驱动,2026年英伟达对CoWoS晶圆的需求量将达到67.8万片,较今年增长近40%;另外,预计到2026年,英伟达的GPU总产量将达到740万片。

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