[tuyere Research Express] A brief analysis of the impact of Nvidia's new GH200 on PCB. Before that, A100 has brought nearly 5-6 times the added value, and analysts are expected to further benefit from the selection of these manufacturers with better patterns.

The generative AI engine NVIDIA DGX GH200 has now been put into mass production. Although the PCB plate showed no obvious signs of recovery in the first quarter, the sharp increase in demand for GPU is expected to be the first to transmit to the demand for high-end PCB of GPU graphics cards. Before that, the value of PCB on the A100 is 5 / 6 times the value of ordinary servers, and the architecture of the newly issued GH200 server has changed greatly relative to DGXH100. Analysts believe that the stand-alone value of PCB should be increased, and it is optimistic that AI upgrade will continue to increase the value of the PCB plate.