Nvidia(US:NVDA) TrendForce集邦·2025-06-24 04:03Core Viewpoint - The market is optimistic about the demand for NVIDIA's RTX PRO 6000 series, but supply chain constraints, particularly in memory supply, may impact actual shipment volumes [1][2]. Summary by Sections Product Launch and Supply Chain - NVIDIA is expected to launch the RTX PRO 6000 series in the second half of this year, with a focus on diversifying suppliers for different product categories [1]. - The main suppliers for the RTX PRO 6000 series include SK hynix for HBM, Micron for LPDDR, and Samsung for GDDR [2]. - The GDDR7 memory, exclusively supplied by Samsung, may face supply tightness, potentially affecting the production and supply capabilities of the RTX PRO 6000 series [2]. Market Applications - The RTX PRO 6000 series is positioned as a key product line for mid-range GPUs, targeting applications in AI inference, edge deep learning training, and imaging/simulation [2]. Collaboration and Future Outlook - NVIDIA has partnered with various ODMs and OEMs to promote MGX AI Server models equipped with the RTX PRO 6000, emphasizing enterprise customers' needs from cloud to edge AI applications [3].