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it home reported on september 4 that trendforce said in a report yesterday that samsung electronics' hbm3e memory products "have completed verification and have begun formally shipping hbm3e 8hi (it home note: 24gb capacity), mainly used for h200. at the same time, the verification work of the blackwell series is also progressing steadily."

trendforce mentioned in this nvidia ai gpu report:micron and sk hynix have passed nvidia hbm3e verification by the end of the first quarter of 2024.mass shipments will begin in the second quarter, with micron's products mainly used in the h200 series, while sk hynix supplies both the h200 and b100 series.

▲ samsung electronics hbm3e shinebolt memory

institutions estimate that nearly 90% of nvidia's gpu product line in 2024 will belong to the hopper generation platform. starting from the second half of the year, nvidia will adopt a no-price reduction strategy for the h100 product. after the customer's previous orders are shipped, h200 will be the main market supply.

as for the next generation of blackwell, the report believes that the platform will be officially launched in 2025.in addition, due to changes in chip design, blackwell products will drive growth in tsmc's cowos demand.

tsmc has recently further increased its cowos advanced packaging capacity planning for the end of 2025, which is expected to reach 70,000 to 80,000 wafers per month, doubling the capacity in 2024, and more than half of them will be taken by nvidia.