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"title": "〈焦点股〉辉达Kyber机柜被PCB卡住？载板、PCB族群重挫",
"shortTitle": "〈焦点股〉辉达Kyber机柜被PCB卡住？载板、PCB族群重",
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"description": "SemiAnalysis 今 (6) 日指出，辉达 (NVDA-US) 新一代 Kyber NVL144 机柜架构因 PCB 中介板 (Midplane) 制造面临重大挑战，导致其量产时程递延，消息一出影响载板与 PCB 族群全面重挫，南电 (80",
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"content": "<p>SemiAnalysis 今 (6) 日指出，辉达 (NVDA-US) 新一代 Kyber NVL144 机柜架构因 PCB 中介板 (Midplane) 制造面临重大挑战，导致其量产时程递延，消息一出影响载板与 PCB 族群全面重挫，南电 (8046-TW) 一度亮灯跌停，景硕 (3189-TW) 与欣兴 (3037-TW) 也有半根以上的跌幅，台光电 (2383-TW) 更深锁跌停板。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6523503/l/7f685d65e7b80bc352249994b515d232.jpg\" alt=\"〈焦点股〉辉达Kyber机柜被PCB卡住？载板、PCB族群重挫\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>SemiAnalysis 表示，PCB 中介板可以取代大量铜缆，主要负责连接运算模组与交换模组，透过 90 度垂直连接设计，让机柜内的运算 (Compute Tray) 与交换器 (Switch Tray) 直接互连，不仅可提升讯号品质，也能大幅提高单一机柜的 GPU 整合密度与运算规模。</p>\n\n<p>不过，由于 Kyber 采用的 PCB 中介板传出高达 78 层设计，并导入 M9 等级铜箔基板 (CCL) 与石英玻纤布等高阶材料，使 PCB 加工精度、材料成本及良率控制挑战均远高于现有 AI 伺服器产品，成为量产进度最大的障碍，导致 Kyber 上市时程恐延后超过一年至 2028 年。</p>\n\n<p>PCB 与载板概念股今日全面下挫，载板三雄由南电领跌，盘中一度亮灯跌停，景硕、欣兴跌幅都超过半根，PCB 族群如台光电深锁跌停，臻鼎 - KY(4958-TW)、台燿 (6274-TW)、金居 (8358-TW) 都在盘下游走。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-1792.html\" title=\"避险大咖点名「三巨头」遭低估 市场狂追AI股宛如2000年泡沫\">避险大咖点名「三巨头」遭低估 市场狂追AI股宛如2000年泡沫</a></li>\n <li><a href=\"/new/mg/article-4736.html\" title=\"川普再提台湾！台积电亚利桑那厂将扩建一倍 美晶片市占拚50% \">川普再提台湾！台积电亚利桑那厂将扩建一倍 美晶片市占拚50% </a></li>\n <li><a href=\"/new/mg/article-460.html\" title=\"油价飙升改写市场规则！「受惠股」与该「避开」类股一次看\">油价飙升改写市场规则！「受惠股」与该「避开」类股一次看</a></li>\n <li><a href=\"/new/mg/article-1854.html\" title=\"非农太强重击股市 Fed若被迫升息才是真正灾难\">非农太强重击股市 Fed若被迫升息才是真正灾难</a></li>\n <li><a href=\"/new/mg/article-10127.html\" title=\"供应吃紧！传辉达拟下调Rubin Ultra HBM记忆体配置\">供应吃紧！传辉达拟下调Rubin Ultra HBM记忆体配置</a></li>\n <li><a href=\"/new/mg/article-6149.html\" title=\"加密币圈大突破！Circle拿下美国银行执照 盘前股价大涨逾12%\">加密币圈大突破！Circle拿下美国银行执照 盘前股价大涨逾12%</a></li>\n </ul>\n</div>",
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"createdAt": "2026-07-06T04:52:59.000Z",
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