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[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

Last Modified

2025-03-21

Update Frequency

Not

Format

PDF

Overview

Table of Contents
1. GB300: Architectural Updates

2. Major Power Supply Upgrade for GB300

3. CPO Receiving Attention

4. Refined Thermal Architecture

5. GB Shipments and CapEx Forecast for CSPs

6. TRI’s View

＜Total Pages：21＞

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USD $200

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

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[Selected Topics] AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

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Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

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[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

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USD $200

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Selected TopicsRelated Reports

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

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[Selected Topics] Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

[Selected Topics] AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

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Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

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