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NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

Last Modified

2024-08-06

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According to the latest research by global market intelligence firm TrendForce, the AI market continues to experience rapid growth. Both GPU suppliers and CSPs are committed to developing AI chips...

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NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

Overview

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

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AI Server Industry Analysis－4Q24

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

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USD $40,000

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Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

DRAM Contract Price Oct. 2024

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NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

Overview

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

DRAM Contract Price Oct. 2024

AI Server PackageRelated Reports

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

AI Server Industry Analysis－4Q24

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Dec. 2024

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

DRAM Contract Price Oct. 2024

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