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The NVIDIA Rubin platform industry chain panorama is here!
Take a closer look at these supplier lists:
HBM4: SK hynix, Samsung, Micron
PCB: Huidian Shares, Shennan Circuits
Optical modules: InnoLight (Zhangjiagang?), New Easy Electronics
In the computing power arms race, who is the real beneficiary?
This chart is worth collecting and studying 📊