Production Hurdles for Nvidia's GB200 Spark Rumors of Microsoft Cutting Orders

Trend Force12-03

As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, ...

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According to a report by the Commercial Times, ...</p>\n\n<a href=\"https://www.trendforce.com/news/2024/12/02/news-production-hurdles-for-gb200-spark-rumors-of-microsoft-cutting-orders/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"https://www.trendforce.com/news/2024/12/02/news-production-hurdles-for-gb200-spark-rumors-of-microsoft-cutting-orders/","article_id":"1144849219","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1144849219","pubTimestamp":1733206383,"columns":[],"sourceInfo":{"source_id":"lsy1724652185079","name":"trendforce"},"weMediaInfo":null,"summary":"As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NV","collect":0,"end_time":0,"defaultTopTitle":"trendforce.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDA":"英伟达"},"translate_title":"英伟达GB200的生产障碍引发微软削减订单的传言","themeId":"7cdfcd4dd741bcde03b095bf46cfb9d9","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1.1},"content_text":"As demand for artificial intelligence continues to surge, the industry’s appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NVIDIA’s next-generation Blackwell architecture chip, the GB200, has encountered new technical hurdles in its mass production plans. In response, CSP provider Microsoft is reportedly scaling back its orders.NVIDIA BlackwellSources within the supply chain cited by Commercial Times reveal that the issue lies in the backplane connection design. The testing yield for cartridge connectors provided by U.S. Tier-1 supplier Amphenol has been suboptimal, potentially delaying mass production until March 2025.The GB200 chips employ TSMC’s cutting-edge CoWoS-L advanced packaging technology, incorporating a highly complex cabinet design. However, this complexity has led to various challenges, including overheating in chip design, leakage issues in UQDs, and now, insufficient yield rates for copper cables. While NVIDIA announced during its recent earnings call that Blackwell production is fully underway, supply constraints remain a pressing issue that the company is working to resolve with its partners.The same report, citing supply chain sources, attributes the issue to a newly developed cartridge connector module. The significant specification upgrade of the GB200 has increased production complexity, resulting in poor yield rates and failed testing, creating a major bottleneck.NVIDIA is actively seeking alternative suppliers, but issues such as patent restrictions and capacity ramp-up delays are expected to prolong resolution efforts. 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