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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
Overview
According to global market intelligence firm TrendForce, NVIDIA has become increasingly dominant in the AI GPU market since the initiation of GenAI actuated by ChatGPT in 2023...
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Spotlight Report
-
DRAM Monthly Datasheet Nov. 2024
2024/11/14
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Nov. 2024
2024/11/14
Semiconductors
EXCEL
-
Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases
2024/09/30
Semiconductors
PDF
-
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
2024/11/11
Semiconductors
PDF
-
CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand
2024/09/13
Semiconductors
PDF
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DRAM Contract Price Sep. 2024
2024/09/30
Semiconductors
PDF