NVIDIA’s GTC is scheduled for mid-March, and the GB300 AI chip is expected to be introduced as one of the event’s main attractions. The GB300 is anticipated to generate higher cooling demands due to its increased power consumption reported supply chain insiders quoted by the Economic Daily News.
The report states that the product will quadruple the utilization of UQD (Universal Quick Disconnect) from GB200 and add extra cold plates.
Despite speculation that NVIDIA could cut back on CoWoS-S orders as a result of the GB200 transition, industry sources indicate that the GB300 might begin shipping as early as May, accelerating the GB200 replacement.
According to TrendForce, NVIDIA intends to strategically market the B300 and GB300 lines, which make use of CoWoS-L technology, in addition to increasing demand for cooling solutions with the introduction.
According to the Economic Daily News, NVIDIA started using liquid cooling with the GB200 with the goal of progressively replacing conventional air cooling methods. Taiwan’s leading cooling module manufacturers, such as Auras and Asia Vital Components, would benefit greatly from the product’s entirely liquid cooling as the GB300 offers even more processing power and higher power consumption.
According to the analysis, the system’s most prone to leaks are UQDs, which move coolant and guarantee the efficient operation of water-cooling components. According to the research, there will likely be a shortage in the market since GB300 may require four times as many UQDs as GB200.
According to Economic Daily News, Auras is one of the Taiwanese vendors that reportedly supplies cooling modules to NVIDIA. Fositek, a subsidiary of Auras, has also made progress in the UQD market by starting mass manufacturing for NVIDIA’s GB200 and GB300. Tsu Mo Huang, the chairman of Fositek, told the publication that exports are predicted to expand severalfold, availability is limited, and orders are overwhelming.
According to the source, Global Tek, another Taiwanese supplier of AI server connectors, has started shipping its goods to GB200, while UQDs for GB300 are nearing completion in order to accommodate client timetables.
Inputs Taken From, Economic Daily News | TrendForce
