[Guo Mingyi: Nvidia H100 next-generation AI accelerator will adopt Chiplet design] Science and Technology Innovation Board Daily News on the 19th, Tianfeng International Securities analyst Guo Mingyi released a research report that long-term 2H23 gross profit margin / profit will benefit from iPhone 15 UWB process upgrade, and long-term benefit from Chiplet becoming the mainstream AI accelerator design solution. Guo Mingyi said that the iPhone 15 UWB process will be upgraded from 16nm to a more advanced 7nm, long Power Technology is a later SiP supplier, and this upgrade will help boost profits. In addition, its survey pointed out that the next generation of Nvidia H100 AI accelerators will also adopt Chiplet design.