Latest news with #CoWoS
Yahoo
2 days ago
- Business
- Yahoo
Lynx: Risk priced in, Nvidia could surprise to the upside
-- Nvidia stock could break out to new highs following its earnings report, according to Lynx Equity, which has raised its price target from $140 to $160. 'After a couple of quarters of inline results, we think NVDA has the potential to provide upside to muted investor expectations,' the firm wrote in a new note. Lynx, which had previously highlighted concerns such as heating issues with the GB300 GPU and tariff exposure, now sees many risks as 'priced in.' The analysts credited Nvidia's ability to 'steamroll through' challenges ranging from delayed product launches and trade restrictions to grid limitations and scaling constraints. They cited new growth vectors and capacity expansion as reasons for optimism. 'GB200 has overcome its teething issues,' Lynx said, pointing to a sharp ramp-up in production at Foxconn (SS:601138) and a $500 million new manufacturing campus in Texas. Additionally, a resurgence in CoWoS capacity build at TSMC signals recovery in Nvidia's supply chain. Lynx also highlighted Nvidia's 'stealth entry' into Edge AI through its partnership with MediaTek, calling it a significant long-term opportunity, particularly in automotive and enterprise markets. Tariff risks appear largely mitigated, according to the firm. 'NVDA has in place a carefully crafted strategy to avoid nearly all tariffs,' Lynx said, noting recent exemptions from the U.S. Commerce Department and Nvidia's diversified manufacturing footprint. Lynx also pointed to 'mega deals' such as the $500 billion Stargate project and new funding for AI clients like OpenAI and CoreWeave as likely to support future revenue growth. 'NVDA is on the verge of breaking out of the range and is headed for new highs,' Lynx concluded, maintaining a bullish stance into the earnings release. Related articles Lynx: Risk priced in, Nvidia could surprise to the upside Temu owner PDD Holdings shares fall sharply on big Q1 results miss SoundHound shares jump as Piper Sandler starts coverage at Overweight Sign in to access your portfolio
Time of India
2 days ago
- Business
- Time of India
Nvidia may launch more affordable version of its most powerful GPUs for China
Nvidia is preparing to release a new artificial intelligence (AI) chip for the Chinese market at a significantly lower price point than its restricted H20 model, a report has claimed. The new chip, part of Nvidia's Blackwell architecture lineup, is said to enter mass production by June. Price of Nvidia's affordable AI chips for China Citing sources familiar with the matter, news agency Reuters said that the graphics processing unit (GPU) is expected to cost between $6,500 and $8,000 -- below the $10,000 to $12,000 price of the H20 chip it replaces. The reduced price is said to be due to scaled-back specifications and simplified manufacturing requirements. What is changing in Nvidia's affordable AI chips for China Notably, the upcoming chip will reportedly be based on Nvidia's RTX Pro 6000D, using GDDR7 memory instead of the high-bandwidth memory (HBM) used in more advanced models. It will also not include Taiwan Semiconductor Manufacturing Co.'s CoWoS packaging technology. Nvidia has not officially disclosed the specifications, price, or launch timeline of the chip. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Free P2,000 GCash eGift UnionBank Credit Card Apply Now Undo A company spokesperson said Nvidia is still evaluating its "limited" options for the Chinese market and awaits approval from US authorities. 'Until we settle on a new product design and receive approval from the US government, we are effectively foreclosed from China's $50 billion data center market,' the spokesperson was quoted as saying. Why China is important market for Nvidia The move is Nvidia's third attempt to develop a GPU tailored for China after US restrictions blocked earlier models from being exported. China accounted for 13% of Nvidia's sales in the last fiscal year. Despite its reduced computing power, the new GPU is seen as a necessary step for Nvidia to maintain a presence in China. Industry analysts expect Chinese firms to close the performance gap with downgraded Nvidia chips within one to two years. However, Nvidia maintains a key advantage through its CUDA software platform, which is widely used by developers to build AI applications. Nvidia's market share in China has fallen from 95% in 2022 to about 50% currently, CEO Jensen Huang said last week. He warned that ongoing export controls could push more Chinese customers toward domestic alternatives like Huawei. In addition to the new chip set for June, sources told the publication that Nvidia is also developing a second Blackwell-based GPU aimed at China, scheduled for production in September.
Time of India
3 days ago
- Business
- Time of India
Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say
Nvidia will launch a new artificial intelligence chipset for China at a significantly lower price than its recently restricted H20 model and plans to start mass production as early as June, sources familiar with the matter said. The GPU or graphics processing unit will be part of Nvidia's latest generation Blackwell-architecture AI processors and is expected to be priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, according to two of the sources. The lower price reflects its weaker specifications and simpler manufacturing requirements. It will be based on Nvidia's RTX Pro 6000D, a server-class graphics processor and will use conventional GDDR7 memory instead of more advanced high bandwidth memory, the two sources said. They added it would not use Taiwan Semiconductor Manufacturing Co's advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology. The new chip's price, specifications and production timing have not previously been reported. The three sources Reuters spoke to for this article declined to be identified as they were not authorised to speak to media. An Nvidia spokesperson said the company was still evaluating its "limited" options. "Until we settle on a new product design and receive approval from the U.S. government, we are effectively foreclosed from China's $50 billion data center market." TSMC declined to comment. Market share plunge China remains a huge market for Nvidia, accounting for 13% of its sales in the past financial year. It's the third time that Nvidia has had to tailor a GPU for the world's second-largest economy after restrictions from U.S. authorities who are keen to stymie Chinese technological development. After the U.S. effectively banned the H20 in April, Nvidia initially considered developing a downgraded version of the H20 for China, sources have said, but that plan didn't work out. Nvidia CEO Jensen Huang said last week the company's older Hopper architecture - which the H20 uses - can no longer accommodate further modifications under current U.S. export restrictions. Reuters was unable to determine the product's final name. Chinese brokerage GF Securities said in a note published on Tuesday that the new GPU would likely be called the 6000D or the B40, though it did not disclose pricing or cite sources for the information. According to two of the sources, Nvidia is also developing another Blackwell-architecture chip for China that is set to begin production as early as September. Reuters was not immediately able to confirm specifications of that variant. Nvidia's market share in China has plummeted from 95% before 2022, when U.S. export curbs that impacted its products began, to 50% currently, Huang told reporters in Taipei this week. Its main competitor is Huawei which produces the Ascend 910B chip. Huang also warned that if U.S. export curbs continue, more Chinese customers will buy Huawei's chips. The H20 ban forced Nvidia to write off $5.5 billion in inventory and Huang told the Stratechery podcast on Monday that the company also had to walk away from $15 billion in sales. The latest export restrictions introduced new limits on GPU memory bandwidth - a crucial metric measuring data transmission speeds between the main processor and memory chips. This capability is particularly important for AI workloads that require extensive data processing. Investment bank Jefferies estimates that the new regulations cap memory bandwidth at 1.7-1.8 terabytes per second. That compares with the 4 terabytes per second that the H20 is capable of. GF Securities forecast the new GPU will achieve approximately 1.7 terabytes per second using GDDR7 memory technology, just within the export control limits.
Time of India
4 days ago
- Business
- Time of India
Nvidia to launch cheaper Blackwell AI chip for China after US export curbs
Nvidia will launch a new artificial intelligence chipset for China at a significantly lower price than its recently restricted H20 model and plans to start mass production as early as June, sources familiar with the matter said. The GPU or graphics processing unit will be part of Nvidia's latest generation Blackwell-architecture AI processors and is expected to be priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, according to two of the sources. The lower price reflects its weaker specifications and simpler manufacturing requirements. It will be based on Nvidia's RTX Pro 6000D, a server-class graphics processor and will use conventional GDDR7 memory instead of more advanced high bandwidth memory, the two sources said. They added it would not use Taiwan Semiconductor Manufacturing Co's advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology. The new chip's price, specifications and production timing have not previously been reported. The three sources Reuters spoke to for this article declined to be identified as they were not authorised to speak to media. An Nvidia spokesperson said the company was still evaluating its "limited" options. "Until we settle on a new product design and receive approval from the U.S. government, we are effectively foreclosed from China's $50 billion data center market." TSMC declined to comment. Market share plunge China remains a huge market for Nvidia, accounting for 13% of its sales in the past financial year. It's the third time that Nvidia has had to tailor a GPU for the world's second-largest economy after restrictions from U.S. authorities who are keen to stymie Chinese technological development. After the U.S. effectively banned the H20 in April, Nvidia initially considered developing a downgraded version of the H20 for China, sources have said, but that plan didn't work out. Nvidia CEO Jensen Huang said last week the company's older Hopper architecture - which the H20 uses - can no longer accommodate further modifications under current U.S. export restrictions. Reuters was unable to determine the product's final name. Chinese brokerage GF Securities said in a note published on Tuesday that the new GPU would likely be called the 6000D or the B40, though it did not disclose pricing or cite sources for the information. According to two of the sources, Nvidia is also developing another Blackwell-architecture chip for China that is set to begin production as early as September. Reuters was not immediately able to confirm specifications of that variant. Nvidia's market share in China has plummeted from 95% before 2022, when U.S. export curbs that impacted its products began, to 50% currently, Huang told reporters in Taipei this week. Its main competitor is Huawei which produces the Ascend 910B chip. Huang also warned that if U.S. export curbs continue, more Chinese customers will buy Huawei's chips. The H20 ban forced Nvidia to write off $5.5 billion in inventory and Huang told the Stratechery podcast on Monday that the company also had to walk away from $15 billion in sales. The latest export restrictions introduced new limits on GPU memory bandwidth - a crucial metric measuring data transmission speeds between the main processor and memory chips. This capability is particularly important for AI workloads that require extensive data processing. Investment bank Jefferies estimates that the new regulations cap memory bandwidth at 1.7-1.8 terabytes per second. That compares with the 4 terabytes per second that the H20 is capable of. GF Securities forecast the new GPU will achieve approximately 1.7 terabytes per second using GDDR7 memory technology, just within the export control limits.
Indian Express
4 days ago
- Business
- Indian Express
Nvidia to launch cheaper Blackwell AI chip for China after US export curbs
Nvidia will launch a new artificial intelligence chipset for China at a significantly lower price than its recently restricted H20 model and plans to start mass production as early as June, sources familiar with the matter said. The GPU or graphics processing unit will be part of Nvidia's latest generation Blackwell-architecture AI processors and is expected to be priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, according to two of the sources. The lower price reflects its weaker specifications and simpler manufacturing requirements. It will be based on Nvidia's RTX Pro 6000D, a server-class graphics processor and will use conventional GDDR7 memory instead of more advanced high bandwidth memory, the two sources said. They added it would not use Taiwan Semiconductor Manufacturing Co's advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology. The new chip's price, specifications and production timing have not previously been reported. The three sources Reuters spoke to for this article declined to be identified as they were not authorised to speak to media. An Nvidia spokesperson said the company was still evaluating its 'limited' options. 'Until we settle on a new product design and receive approval from the U.S. government, we are effectively foreclosed from China's $50 billion data center market.' TSMC declined to comment. China remains a huge market for Nvidia, accounting for 13% of its sales in the past financial year. It's the third time that Nvidia has had to tailor a GPU for the world's second-largest economy after restrictions from U.S. authorities who are keen to stymie Chinese technological development. After the U.S. effectively banned the H20 in April, Nvidia initially considered developing a downgraded version of the H20 for China, sources have said, but that plan didn't work out. Nvidia CEO Jensen Huang said last week the company's older Hopper architecture – which the H20 uses – can no longer accommodate further modifications under current U.S. export restrictions. Reuters was unable to determine the product's final name. Chinese brokerage GF Securities said in a note published on Tuesday that the new GPU would likely be called the 6000D or the B40, though it did not disclose pricing or cite sources for the information. According to two of the sources, Nvidia is also developing another Blackwell-architecture chip for China that is set to begin production as early as September. Reuters was not immediately able to confirm specifications of that variant. Nvidia's market share in China has plummeted from 95% before 2022, when U.S. export curbs that impacted its products began, to 50% currently, Huang told reporters in Taipei this week. Its main competitor is Huawei which produces the Ascend 910B chip. Huang also warned that if U.S. export curbs continue, more Chinese customers will buy Huawei's chips. The H20 ban forced Nvidia to write off $5.5 billion in inventory and Huang told the Stratechery podcast on Monday that the company also had to walk away from $15 billion in sales. The latest export restrictions introduced new limits on GPU memory bandwidth – a crucial metric measuring data transmission speeds between the main processor and memory chips. This capability is particularly important for AI workloads that require extensive data processing. Investment bank Jefferies estimates that the new regulations cap memory bandwidth at 1.7-1.8 terabytes per second. That compares with the 4 terabytes per second that the H20 is capable of. GF Securities forecast the new GPU will achieve approximately 1.7 terabytes per second using GDDR7 memory technology, just within the export control limits.
