HBM 2027 supply talks remain unresolved as suppliers push for steep price hikes; NVIDIA's SOCAMM adjustment reflects supply constraints, not demand reduction.
NVIDIA FY1Q27 hit a record high with Data Center share above 92%，with GB/VR Rack rollout boosting liquid cooling and HBM supply chains.
This report first explains why HBM plays a key role in the evolution of LLM and AIGC applications. It then examines the HBM upgrade roadmap and explores how heterogeneous memory integration strategies...
TrendForce indicates that NVIDIA will adopt the SO-CAMM module design in its GB300 AI servers, replacing the initial onboard LPDDR5X solution for Grace CPUs. SO-CAMM offers advantages such as easy rep...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA is scheduled to mass produce GB300 between the end of 2Q25 and early 3Q25...
