NVIDIA H20 demand stronger than expected: Morgan Stanley
Demand for Nvidia’s H20 chips is stronger than previously expected, Morgan Stanely analysts noted Tuesday, citing data from their recent global semiconductor field trip in Asia.
Based on their field trip takeaways, analysts said the single-chip performance of the H20 is only 15% that of the H100. Furthermore, when comparing"Performance Density" based on the Float 16 data type, the H20's single chip performance is only 3% of that of the H100. “We have heard from members of the supply chain in Taiwan that H20 volume could reach 1mn units in 2024,” they added.
China’s CXMT is qualifying HBM capabilities and planning to advance further into high-bandwidth memory technology. In terms of 2.5D packaging for AI chips, it remains uncertain whether SJ Semi can achieve the performance level of TSMC’s CoWoS technology, the note states.Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors.
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