电子行业周报：英伟达GTC2024召开，关注AI产业链增变量

   1  1HBM  2 3 4  318-321NVDIAGTC2024CEOAINVDIABlackwell AI GTC GTC2023AIiPhoneGTC2024 2024 AI AIAI BlackwellBlackwell GPU 2080 4NP die 10TB/s GPU 20petaFLOPS FP4 192GBHBM3e8TB/sBlackwellGPUNVLink1.8TB/s LLM OpenAIMetaAIBlackwellBlackwellHopper 1 2BlackwellGPU GRACECPUGB200GraceBlackwellSuperchip2GB200node/tray GPT 2 GTC2024GTC2024 DGXGB200NVL7218trays NVLink 72BlackwellGPUs+36 GRACECPUs GPU 1.4ExaFLOPSAI ExaFLOP LLMH100GPU GB200NVL72 30 1/25 1.8 125000AmpereGPU3~5 HopperGPU 8000 90 15MW3 Blackwell 902000 GPU 4MW 2 NVLinkSwitchSerdesGTCGB200NVL725000 retimer20KW GTC2024 GTC2024 HBM BlackwellGPUHBM3ESKHBM AI SK HBM HBM3E 2 26 24GB8HHBM3E H200 GPU 24Q2 3 19 SK HBM3E 227 36GB HBM3E12H 1280GB/s GTCHBM3E HBM3ETrendForce2024HBMTSV250K/m 260% DRAM14% CoWoS 2024 CoWoSMoneyDJ 4 CoWoS 25 45 GB200NVL72 201814.3 1HBM 2 IT 2026 1205 CAGR30.45% 3 4 ifind ifind ifind ifind ifind ifind ifind ifind ifind