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NVIDIA and Wistron discuss increasing AI substrate orders in the first quarter of next year
NVIDIA and Wistron discuss increasing AI substrate orders in the first quarter of next year
According to a survey by Tianfeng International analyst Ming-Chi Kuo, NVIDIA is discussing with Wistron to increase AI substrate orders in the first quarter of next year, considering that CoWoS and HBM supply will significantly improve in the fourth quarter and will be beneficial to future production. Visibility
Thanks to this, Wistron's substrate orders are expected to significantly increase by approximately 60% in the first quarter of 2024. If there is insufficient production capacity, some orders will be transferred to production in the second quarter of next year.
(Note from this site: Substrate mainly refers to the basic material used to manufacture PCB, and is also an indispensable main component for most current electronic products.)
Benefiting from new orders, Wistron's Nvidia AI chip substrate shipments are expected to hit a new high in the fourth quarter of this year, and will continue to grow by 10-20% in the first quarter of next year. Wistron is expected to Partial module orders for B100 will be obtained.
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