weilab · supply-chain research lab
新世代產品的供應鏈，一張地圖看完
從零組件到整機、配上每日股價與 Ahwei 沉澱的 research，再讓 AI agent 用 RAG 幫你問答。
目前聚焦 AI 硬體（Rubin、Blackwell），主題會隨產業熱點擴展。
目前追蹤的產品
2 個主題已收錄
NVIDIA Vera Rubin
NVIDIA2026
NVIDIA's next-generation AI platform unveiled at CES 2026: TSMC N3P logic, CoWoS-L packaging, HBM4 memory, and rack-scale liquid cooling. Available in three variants — NVL72 (mainstream), NVL144 CPX (prefill-optimized), and NVL576 Ultra (silicon photonics).
查看供應鏈 →NVIDIA Blackwell
NVIDIA2024-2025
Current flagship AI platform shipping at scale through 2026. Projected ~70% of NVIDIA high-end GPU shipments in 2026 (TrendForce).
查看供應鏈 →