12.17 Tianfeng Securities analyst MingChi Kuo released an investment research report, stating that NVIDIA is developing and testing DrMOS technology for GB300 and B300, and found that AOS's 5x5 DrMOS chip has serious overheating problems. This issue may affect the system's mass production progress and change the market's expectations for AOS orders. It is reported that NVIDIA gives priority to testing 5x5DrMOS from AOS. On the one hand, it is to enhance its bargaining power with MPS to reduce costs. On the other hand, AOS has more extensive experience in 5x5DrMOS design and production. Supply chain sources said that the cause of AOS's 5x5DrMOS overheating problem, in addition to the chip itself, is also due to design deficiencies in other aspects such as system chip management.
TrendForce: GB200 cabinet supply chain still needs time to optimize, expected mexico phone number list to be released in volume after 2Q25
12.17 TrendForce pointed out in its latest survey that the market has recently paid attention to the supply progress of NVIDIA's GB200 rack solution. Since the design specifications of GB200 Rack such as highspeed interconnect interface and thermal design power consumption TDP are significantly higher than the mainstream market, supply chain companies need more time to continuously adjust and optimize. It is expected that there will be a chance to increase volume after the second quarter of at the earliest.