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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.
TrendForce indicates that the US Department of Commerce announced new export controls on December 2nd, further restricting China's access to advanced semiconductor technologies. The new measures tighten controls on advanced equipment, expand the Entity List, and adjust FDP rules, impacting the expansion of both advanced and mature node capacity for Chinese wafer fabs. Additionally, these measures will make it more challenging for Chinese equipment manufacturers to obtain critical foreign components.
TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have to rely on domestic HBM solutions, significantly challenging China's ASIC industry growth. The expanded Entity List and controlled products list will also impact the development of domestic HBM products in China. Existing HBM suppliers are expected to adjust product and sales strategies, potentially expanding the supply to H20 AI chips or conventional DRAM.
TrendForce reports that global smartphone production grew by 7% QoQ in 3Q24, driven by peak seasonality and new iPhone launches, but remained flat YoY, indicating weak demand recovery. While the Android segment remained sluggish, Apple's new iPhones and early stocking for NVIDIA's GB200 supported mobile DRAM revenue growth. Smartphone production is expected to peak in Q4, but brands remain cautious with inventory due to uncertain demand outlook.
TrendForce reports that mobile DRAM revenue grew by 4.7% QoQ in 3Q24, supported by Apple's new devices and early stocking for NVIDIA's GB200. Despite weak demand from the Android camp, strong iOS demand and demand for NVIDIA's Grace CPU drove LPDDR5X shipments, improving suppliers' product mix. Mobile DRAM prices are expected to continue declining in Q4, limiting revenue growth.
TrendForce reports that global top 10 foundries achieved record-high revenue of US$34.9 billion in 3Q24, a 9.1% QoQ growth, driven by strong advanced node demand and policy stimulus in China. TSMC's market share reached around 65%, fueled by 3nm mass production. While advanced nodes are expected to remain strong in Q4, mature node demand will likely weaken. However, policy stimulus and year-end stocking in China will partially offset the decline.
TrendForce reports that server DRAM revenue continued to rise, growing by 15.6% QoQ and 162% YoY in 3Q24, driven by sustained demand for DDR5. Despite a slight decline in overall bit shipments, DDR5 price increases and shipment growth fueled revenue growth, accelerating the technology transition among the three major DRAM suppliers. Server DRAM demand is expected to continue growing in 2025, with DDR5 becoming the mainstream product.
TrendForce reports that enterprise SSD revenue surged by 28.6% QoQ in 3Q24, driven by AI demand, with both prices and shipments increasing. Demand for ≥60TB SSDs is expected to rise in 2025, and suppliers' revenue performance will depend on their product mix. Leading suppliers such as Samsung, SK hynix, and Micron are actively expanding capacity and upgrading technology to meet the market's demand for high-capacity, high-performance enterprise SSDs.
TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expanding the liquid cooling and HBM supply chains. Sovereign AI and Tier-2 data centers will be key growth markets for NVIDIA in the future.
TrendForce reports that the NAND Flash industry revenue grew by just 4.8% QoQ in 3Q24, as strong enterprise SSD demand drove significant price increases, but consumer storage demand remained weak. The NAND Flash market is expected to decline by 5-10% QoQ in Q4, shifting towards oversupply. Major suppliers like Samsung, SK hynix, Kioxia, and Micron are adjusting capacity plans and product strategies to address weakening demand and pricing pressure.