NVDA: Large Progress in the Near Future!
$NVIDIA Corp(NVDA)$
NVIDIA’s next-gen Blackwell platform, which includes B-series GPUs and integrates NVIDIA’s own Grace Arm CPU, is expected to boost TSMC’s CoWoS (Chip-on-Wafer-on-Substrate) total capacity by over 150% in 2024[What][What][What].
By the end of this year, the estimated monthly capacity is expected to reach nearly 40,000 wafers—a substantial year-over-year increase. This development aligns with the increasing demand for high-performance computing processors, especially in the AI chip market, where TSMC foresees shortages persisting until 2025 or 2026.
The inclusion of the GB200, B100, and B200 in NVIDIA’s B-series contributes significantly to this capacity boost. These chips are expected to play a crucial role in NVIDIA’s high-end GPU market, potentially making up nearly 40% to 50% of their shipments by 2025. Exciting times ahead for semiconductor technology! [Miser][Miser][Miser][Wow][Wow][Wow]
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