Ming-Chi Kuo Post On X, "As Nvidia's GB200 nears mass production, more components are gaining new suppliers, which helps reduce costs and improve quality control. However, it also signals rising competition within the supply chain. Two recent examples of key power components are: 1. Integrated base controllers: Previously supplied only by Delta Electronics, MPS has become the second supplier. 2. Voltage regulators: Initially supplied exclusively by MPS, Infineon and TI have now been added as new suppliers."
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Ming-Chi Kuo reports that Nvidia's GB200 is nearing mass production, leading to new suppliers for key components, which may reduce costs and improve quality control. This also indicates increased competition in the supply chain.
October 09, 2024 | 3:16 pm
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Nvidia's GB200 nearing mass production with new suppliers for components could reduce costs and improve quality control, but also signals rising competition.
The addition of new suppliers for Nvidia's GB200 components could lead to cost reductions and improved quality control, which are positive for Nvidia's production efficiency and profitability. However, the increased competition in the supply chain could also pose challenges.
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