[News] NVIDIA May Switch to GPU Socket Design with 300 Series, Likely Boosting Taiwanese Supply Chain

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Rumors have been circulating recently that NVIDIA, after the shipment of GB200 in the fourth quarter, is mulling to replace the current on-board solution with an independent GPU socket design, which might benefit Taiwanese supply chain companies such as Foxconn and interconnect component supplier LOTES, according to the reports by MoneyDJ and the Economic Daily News.

Industry sources further indicate that NVIDIA is expected to switch from an OAM type (on-board solution) to a socket type soon, starting with the GB300 product line.

It is understood that after the second half of 2025, the B300 series will likely to become the mainstream product for NVIDIA. The main attraction of the B300 series is said to be its adoption of FP4, which is well-suited for inference scenarios.

This change of design is expected to improve the yield rate for GPUs though it might probably reduce performance. According to the Economic Daily News, adopting socket design will help simplify after-sales service and server board maintenance, as well as optimize the yield of computing board manufacturing.

On the other hand, the new design is believed to allow more production flexibility, as manufacturers may not need to be equipped with SMT production line.

It is worth noting that if NVIDIA does initiate the change, this would mark the first time the AI chip giant introduces socket design in its GPU products, the Economic Daily News notes. However, this is not the first instance for the design to be introduced in the industry, as NVIDIA’s archrival AMD has adopted the socket design in 2023 with MI300A, according to the report.

Despite recent speculations concerning Blackwell’s yield rate, a previous report by Commercial Times noted that NVIDIA’s updated version of B200 is expected to be completed by late October, allowing the GB200 to enter mass production in December. In an interview with CNBC, NVIDIA CEO Jensen Huang stated that the demand for the company’s next-generation Blackwell AI chip is “insane,” and that “everybody wants to have the most and everybody wants to be first.”

Read more

• [News] NVIDIA’s Blackwell Overcomes Delays, as GB200 Reportedly Sets for December Mass Production
• [News] Foxconn Remains Unfazed Despite NVIDIA’s GB200 Delay, with Customers Aim to Secure Their Orders

(Photo credit: NVIDIA)