.article-container { width: 100%; font-family: Microsoft JhengHei,Helvetica Neue,Helvetica,Arial,sans-serif; } ul, ol { margin: 12px auto; max-width: 740px; color: #535150; line-height: 1.8; padding-left: 0px; } .graf--img { display: table; justify-content: center; align-items: center; text-align: center; color: gray; font-size: 14px; letter-spacing: 0px; margin: 10px auto 50px; width: 100%; position: relative; clear: both; } .graf--img.center img { width: 100%; max-width: 740px; margin: 10px auto 0px; display: block; margin: 0 auto; } .graf--img.full img { width: 100%; } .captionTheme__wrapper { width: 100%; font-style: normal; line-height: 22px; font-size: 16px; max-width: 600px; margin-top: 8px; display: inline-block; } .graf--img.full { max-width: 100%; margin: 40px 0px; display: block; margin: 0 auto; align-items: center; } .graf--figure { text-align: center; color: gray; font-style: italic; font-size: 15px; margin: 28px auto; box-sizing: border-box; } .graf--figure iframe { width: 100%; max-width: 740px; margin: 0 auto; } .graf--p { font-size: 16px; line-height: 1.8; font-family: Microsoft JhengHei fixed, Helvetica Neue ,Microsoft JhengHei, Helvetica, Segoe UI, Tahoma, Arial, sans-serif; letter-spacing: 1px; font-weight: 400; max-width: 740px; color: #535150; text-align: left; } .graf--p > a { color: #00B3C6 !important; text-decoration: none !important; } .graf--li > a { color: #00B3C6 !important; text-decoration: none !important; } .graf--quotesSpecial > a { color: #00B3C6 !important; text-decoration: none !important; } .graf--blockquote > a { color: #00B3C6 !important; text-decoration: none !important; } a.graf--mention { color: #535150 !important; text-decoration: underline !important; font-weight: 700; } .graf--h2 { font-size: 24px; padding: 0; max-width: 740px; text-align: left; letter-spacing: 1px; font-weight: 700; margin-top: 34px; } .graf--h3 { font-size: 18px; padding: 0; max-width: 740px; text-align: left; letter-spacing: 1px; font-weight: 700; margin-top: 28px; } .graf--li { font-size: 16px; padding: 0px 0px 0px 4px; font-weight: 400; letter-spacing: 0px; list-style-position: outside; text-align:left; margin-left: 24px; } .graf--hr { width: 100%; margin: 0px auto; transform: translateY(-50%); position: relative; padding: 0px; text-align: left; max-width: 740px; margin: 0 auto; } .graf--hr hr { height: 0; } .graf--blockquote { padding: 10px 0px 10px 16px; font-size: 16px; color: #7A7574; letter-spacing: 1px; margin: 28px 0px; border-left: 4px solid #DDD9D8; width: 100%; max-width: 740px; text-align: left; } .graf--quotesSpecial { display: table; color: #7A7574; position: relative; padding: 31.5px 40px; text-align: center; letter-spacing: 0px; position: relative; margin: 29px auto; font-family: Microsoft JhengHei fixed, Helvetica Neue, Microsoft JhengHei, Helvetica, Segoe UI, Tahoma, Arial, sans-serif; font-size: 16px; -webkit-box-ordinal-group: 1; -webkit-box-flex: 0; } .embed-wrapper { max-width: 740px; border: 1px solid #DDD9D8; display: block; padding: 12px; border-radius: 8px; margin: 12px 0px; text-decoration: none !important; } .embed-title { font-size: 16px; font-weight: 700; color: #535150; margin-bottom: 8px; text-align: left; line-height: 1.5; text-decoration: none !important; } .embed-description { width: 100%; font-size: 14px; color: #7A7574; line-height: 1.5; max-height: 150px; text-align: left; overflow: hidden; padding: 12px 0px; } .embed-url > a { width: 100%; font-size: 14px; color: #141413 !important; text-decoration: none !important; line-height: 1.5; text-align: left; } .embed-thumbnail-wrapper { padding-left: 12px; } .embed-thumbnail { width:100px; border-radius: 8px; } pre { background: #F6F6F6; border-radius: 8px; padding: 16px; font-size: 16px; color: #535150; line-height: 180%; text-align: left; } .lexical__textBold { font-weight: bold; } .lexical__textItalic { font-style: italic; } .lexical__textUnderline { text-decoration: underline; } .lexical__textStrikethrough { text-decoration: line-through; } .lexical__textUnderlineStrikethrough { text-decoration: underline line-through; } .lexical__textSubscript { font-size: 0.8em; vertical-align: sub; } .lexical__textSuperscript { font-size: 0.8em; vertical-align: super; } .lexical__textCode { background-color: rgb(240, 242, 245); padding: 1px 0.25rem; font-family: Menlo, Consolas, Monaco, monospace; font-size: 94%; } Nvidia GPU RoadmapNvidia GPU Roadmap 2021~2025由圖可知,在2024年將會推出H200、GH200...更多新系列,所以若能更早開始佈局新架構(不同晶片架構不同)相關供應鏈,或是從中找到新的受惠者,將能得到更高的報酬。市場矚目 Nvidia 在 GTC 大會(2024/03/18)透漏更多B100相關細節。GH200及H200 預計2Q24 上市,GH200為全球第一個搭載HBM3e的GPU。Nvidia晶片散熱解決方案NV晶片散熱規格當功耗瓦數越大時採用氣冷效益會不及使用水冷,故在未來AI訓練及推論的強力需求下,水冷的是佔會逐漸提高。從GH200開始即會採用水冷(cold plate)方案。cold plate 的ASP相對於 3DVC而言高了許多,加上使用水冷方案後還需要搭CDU&CDM,對於相關供應鏈會有很大幫助。水冷相關供應鏈目前水冷分為兩類,封閉式及開放式,2024開始新專案若從氣冷改到水冷,主要還是以封閉式cold plate + CDU&CDM方案,浸沒式則因其設計架構不同,CSP大廠不太可能全部替換,主要會以新開發的資料中心為可能的客戶(Omvina)。可透過美股去觀察Vertiv股價及財報狀況,進而推敲外資對於散熱看法均熱片原H100是使用不鏽鋼給晶片散熱,而在B100考慮到效能問題要改用均熱片,均熱片之ASP高於不鏽鋼5~8倍。資料來源:健策官網均熱片可以想成給IC降溫的零件。目前台廠在做均熱片的有健策及一詮,有報導指出健策已打入B100供應鏈,原本營收主要來自於intel + amd,若加上nvidia均熱片營收,可望在2024給出驚人成績。結論:水冷會是未來趨勢,可以找尋未來受惠或新進廠商。B100採用均熱片可為均熱片廠商帶來可觀營收。