摩根士丹利：全球科技人工智能供应链半导体实地考察 - 关键要点

China's AI application/inference demand is strong, but hardware supply is the bottleneck: Chinese AI developers (covered by our Internet analyst for China, Gary Yu) in Beijing are aware of NVIDIA's B30 (RTX 6000 Pro) chips, though no official purchase orders with NVIDIA have been confirmed. However, our checks with Taiwan's supply chain indicate foundry wafer orders for this chip totaling 2mn units in 2H25, and annual run-rate is around 5mn units. If B30 cannot be shipped to China, some Chinese AI developer ...