SA260324R-0341_r1

SA260324R-0341

① SA Source

• Source: 開啟完整 SA 文章
• Section: LPX PCB
• Line hint: 440

Context Before

Next, we mentioned that a very high spec PCB is required for the LPX compute tray.

Evidence

We estimate that each compute tray main board PCB will carry $7k ASP.

Context After

The suppliers for this are Victory Giant and WUS. Of course, there are several other PCB modules in the compute tray, but they do not need a high spec. Nvidia is continuing with their cable-less philosophy similar to the Vera Rubin compute tray which requires a lot of board-to-board connectors, which brings us to the next big beneficiary.

② Atomic Claim

SemiAnalysis 估計，每個 compute tray main-board PCB 的 ASP 約為 7,000 美元。

• Epistemic Mode: ESTIMATED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "attribute": "ESTIMATED_ASP",
  "context_nodes": [
    {
      "id": "04_knowledge_base/Compute Tray",
      "label": "compute tray"
    }
  ],
  "entity": {
    "id": "04_knowledge_base/PCB",
    "label": "PCB"
  },
  "frame_type": "ATTRIBUTE",
  "qualifiers": {
    "condition_text": "SemiAnalysis estimate",
    "numeric_mentions": [
      "$7k"
    ],
    "temporal_mentions": []
  },
  "value": {
    "numeric_mentions": [
      "$7k"
    ],
    "value_text": "每個 compute tray main-board PCB ASP 約 7,000 美元。"
  }
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
entity	PCB	PCB
context_node	compute tray	04_knowledge_base/Compute Tray

⑤ Human Review

請在 Properties 逐項確認：

• 原文 → Atomic Claim 是否忠實
• Atomic Claim → Semantic Frame 是否忠實
• Canonical Entity mapping 是否正確
• Epistemic mode 是否保留原文語氣
• 最後選擇 review_action

Review state

Markdown 內文不是正式 approval。只有 Apply bridge 寫入的 Decision Ledger event 才是正式決策。