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US Cloud Vendor Scales Up GB200 Orders, Offering Fresh Prospects for TSMC and Premier ODM Supply Chains, According to Morgan Stanley
5 day ago /
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Author：小编
A recent supply chain survey conducted by Morgan Stanley (MS) has unveiled that a prominent US cloud service provider (CSP), not part of the Big Four, is significantly boosting its orders for GB200 racks. This development is anticipated to positively influence TSMC and the top five ODM manufacturers, namely Gigabyte, Foxconn, Quanta, Wistron, and Compal. The commencement of these orders is anticipated in the mid-third quarter and may continue well into 2026.
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