Research Reports

USD $199

Download Report

Research Reports

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

Last Modified

2024-12-06

Update Frequency

Aperiodically

Format

PDF

Overview

TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack solution, the GB200 targets hyperscale CSPs, and its complex specifications pose challenges for the supply chain, particularly in high-speed interconnect design and thermal management. Volume shipments of the GB200 will drive growth for Grace CPUs and Blackwell GPUs, as well as the liquid cooling solutions market.

＜Total Pages：7＞

Spotlight Report

Selected TopicsRelated Reports

[Selected Topics] US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

2024/12/03

Semiconductors

PDF

[Selected Topics] Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

2024/12/03

Semiconductors

PDF

[Selected Topics] With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

2024/12/03

Semiconductors

PDF

[Selected Topics] Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

2024/12/02

Semiconductors

PDF

[Selected Topics] Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

2024/12/02

Semiconductors

PDF

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

2024/11/29

Green Energy & Storage

PDF

Download Report

Sign in and Download Report

USD $199

Membership

Spotlight Report