產業_SemiAnalysis_BroadcomTPU_Pumafish取消_20260518
PDF 原檔：產業_SemiAnalysis_BroadcomTPU_Pumafish取消_20260518_original.pdf
原始內容
2026/5/18 FЯ511:13
Diodacom rumallst vanicelea, Iru vlu lcellsh rullea In, Iviala Uoudle, Dylevance nolu - oemiahalysts
Diodacom rumdlish vancelea, Iru viu lcellsh rullea In, Nviala Upadle, Dylebance nole - oemiandlysis
E11:13
5/18 B$.
Broadcom Pumatish Canceled, I PU v10 Icetish Pulled In, Nvidia Update, byte Dance Aull - semiAnalysis
TPU 8i (Sunfish / Hellcat)
TPU 9 (Pumafish / Bladerunner)
TPU 10 (Icefish)
1/0
N2P
TPU 8t (Zebrafish)
1/0
TPU 9 (Humufish / Helios)
N2P
TPU 10 (Helios Next)
1/0
N2P
| Tape Out Mass Production Timing | Tape Out Mass Production Timing | Tape Out Mass Production Timing | Tape Out Mass Production Timing |
|---|---|---|---|
| Broadcom | Already taped out | Currently shipping | |
| sein HBM4E HBM4E | Broadcom HBM4E HBM4E | Canceled HBM4E HBM4E HBM4E | (lifecycle extended until Icefish) Canceled HBM4E |
| Broadcom | Mid 2027 (expected) | Mid 2028 | |
| Top Die N2P | MediaTek Base Die | Already taped out Base Die Base Die | 2H 2026 1/0 N2P |
| Top Die N2P | MediaTek N2P | 2H 2026 (expected) N2P N2P sem ging | 2H 2027 |
| Base Die | MediaTek Base Die | 2H 2027 (expected) Base Die Base Die | 2H 2028 |
| N2P | N2P | N2P N2P | 1/0 |
HBM4E
HBM4E
HBM4E
HBM4E
HBM4E
HBM4E
HBM4E
HBM4E
18 May 2026 update
B200A/300A Units
B100/200/300 Units (CoWoS-L)
B30A Units
H100/H200 Units
H20 Units
RTX Pro 6000 Blackwell Server Edition Units
Rubin Units
Rubin Ultra Units
Vera CPU Units
CPX Units
Nvidia Groq LPU units
% change vs previous
B100/200/300 Units (CoWos-L)
B200A/300A Units
B30A Units
CPX Revenue
B30A Revenue
H20 Revenue
Rubin Revenue
CPX Revenue
LPU Revenue
1026
150,000
0 0 60,608 25,704 413,976 175,572 0 120.000 830,000 348,228 230,000 1,603,280 733,500 300,000 1,657,880 8,352 774,052 61,357 300.000 1,297,640 256,176 719,324 57.030 300.000
0%
0%
3025
4,200
200,000
0%
4Q25
832
250,000
0%
1%
5%
0%
0%
0%
0%
0%
4027
469,304
698,944
102,164
543,259
300,000
0%
H100/H200 Units H20 Units RTX Pro 6000 Blackwell Server Edition Units Rubin Units Rubin Ultra Units Vera CPU Units CPX Units Nvidia Groq LPU units B100/200/300 Revenue 8200A/300A Revenue B30A Revenue H100/H200 Revenue H20 Revenue RTX Pro 6000 Blackwell Server Edition Revenue Rubin Revenue Rubin Ultra Revenue Nvidia Groq LP30/35 Revenue DC compute other Revenue Nvidia Datacenter GPUs revenue reported in Compute Nvidia NVLink Revenue reported in Networking Nvidia whole company revenue % change vs previous B100/200/300 Revenue B200A/300A Revenue H100/H200 Revenue RTX Pro 6000 Blackwell Server Edition Revenue Rubin Ultra Revenue DC compute other revenue Nvidia Datacenter GPUs revenue reported in Compute 0% 0% 23,732 0 5,200 4,600 01 623 34,155 1,442 44,062 0% 27,802 01 4,753 650 o00 639 33,844 1,523 46,743 0% 0% 38,942 1,950 50 1.400 686 43,028 2,297 57,006 48,362 525 10 1,750 687 51,334 2,569 68,127 -50% 0% 62,266 1,000 1,050 678 64,994 3,481 81,741 1% (50%) (1%) -67% 0% 0% 70,577 2,000| 0 0 3,838 692 77,107 4,346 96,734 5% (67%) (1%) 33% 0% 0% 0% 55,524 01 8,000 0 26,217 1,440 706 91,887 4,292 113,438 33% 2% 100% 0% 0% 0% 41,058 4,000 52,481 2,760 720 101,019 4,589 124,069 100% 2% 0% 0% 0% 14,566 113,801 3,600 734 132,701 4,998 159,515 0% 0% 0% 0% 0% 11,474 0 0 117,776 1,254 1,483 3,600 749 136,336 5,048 164,222 0% 0% 0% 0% 0% 4,725 0 92,184 38,478 1,378 3,600 764 141,129 3,654 168,442 0% 0% 0% 0% 0% 4,725 33.341 104,981 2,469 3,600 779 149,896 1,380 176,200
Nvidia NVLink Revenue reported in Networking
1%
5%
1025
454,000
2025
59,528
2026
3026
4026
1Q27
2027
3027
5/18 BЯ -11:13
18 May 2026 update
B100/200/300 Units (CoWoS-L)
B200A/300A Units
B30A units
H100/H200 Units
H20 Units
RTX Pro 6000 Blackwell Server Edition Units
Rubin Units
Rubin Ultra Units
Vera CPU Units
Rubin CPX Units
Nvidia Groq LP30/35 units
B100/200/300 Revenue
B200A/300A Revenue
H100/H200 Revenue
B30A Revenue
RTX Pro 6000 Blackwell Server Edition Revenue
Rubin Revenue
Rubin Ultra Revenue
Rubin CPX Revenue
Nvidia Groq LPU Revenue
DC compute other Revenue
Nvidia Datacenter GPUs revenue reported in Compute
Nvidia NVLink Revenue reported in Networking
Nvidia whole company revenue
% change vs previous
B200A/300A Units
B100/200/300 Units (CoWoS-L)
B30A units
H100/H200 Units
H20 Units
RTX Pro 6000 Blackwell Server Edition Units
Rubin Units
Rubin Ultra Units
Vera CPU Units
CPX Units
Nvidia Groq LP30/35 units
B100/200/300 Revenue
B200A/300A Revenue
B30A Revenue
H100/H200 Revenue
H20 Revenue
RTX Pro 6000 Blackwell Server Edition Revenue
Rubin Revenue
Rubin Ultra Revenue
CPX Revenue
CPX Units
DC compute other revenue
Nvidia Datacenter GPUs revenue reported in Compute
Broadcom Pumatish Canceled, IPU v10 Icetish Pulled In, Nvidia Update, ByteDance AsIC - SemiAnalysis
4Q27
| 696,236 | 771,964 1,004,504 | 1,253,064 | 1,540,440 1,725,040 | 1,348,696 | 994,504 | 332,520 | 262,480 | 112,504 | 112,504 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 130.000 | 0 | D | 0 | |||||||
| 30,000 | 4,248 | |||||||||
| 219,568 | 227,271 111,400 | 30,000 | 50,000 | 100,000 | 400,000 | 200,000 | ||||
| 454,000 | 350,000 | 0 | ||||||||
| 59,528 200,000 | 600,000 | 500,000 | 0 | |||||||
| 01 | 01 | 60,608 | 413,976 | 830,000 | 1,603,280 | 1,657,880 | 1,297,640 | 469,304 | ||
| 0 | 0 | 0 | 8,352 | 256,176 | 698,944 | |||||
| 0 | 25,704 | 175,572 | 348,228 | 733,500 | 758,826 | 708,525 | 536,590 | |||
| 0 | 61,357 | 57.030 | 102,164 | |||||||
| 120,000 | 230,000 | 300,000 | 300,000 | 300,000 | 300,000 | |||||
| 23,732 27,802 | 38,942 | 55,524 | 41,058 | 14,566 | 11,474 | 4,725 | 4,725 | |||
| 0 5,200 | 4,753 01 1,950 1,950 0 | 038020000893 | 0 4,000 | 01 0 | ||||||
| 4,600 650 | 4,050 | 0 | ||||||||
| 01 | 1,400 | |||||||||
| 52,481 | 113,801 | 117,776 | 92,184 | 33,341 | ||||||
| 1,254 | 38,478 | 104,981 | ||||||||
| 1,483 | 1,378 | 2,469 | ||||||||
| 0 | 2,760 | 3,600 | 3,600 | 3,600 | 3,600 | |||||
| 623 639 | 686 | 720 | 734 | 749 | 764 | 779 | ||||
| 34,155 33,844 | 48,978 | 101,019 | 132,701 | 136,336 | 141,129 | 149,896 | ||||
| 1,442 1,523 | 2,297 | 4,589 | 4,998 | 5,048 | 3,654 | 1,380 | ||||
| 44,062 46,743 | 57,006 | 68.127 | 84.556 | 96.734 | 113.438 | 124,069 | 159.515 | 164,222 | 168,442 | 176,200 |
| 1% | ||||||||||
| (50%) | (67%) | 100% | ||||||||
| 5% | ||||||||||
| (50%) | (67%) | 100% | ||||||||
| E: | (1) | 2% | ||||||||
| 5% |
Nvidia NVLink Revenue reported in Networking