Nvidia(US:NVDA) 半导体芯闻·2025-08-14 10:41Group 1 - The core viewpoint of the article highlights potential delays in the production of NVIDIA's next-generation GPU chip, Rubin, due to redesign efforts to compete with AMD's upcoming MI450 [2][3] - Rubin was initially scheduled for mass production by the end of 2025 and sales to begin in early 2026, but the likelihood of delays is considered high by analysts [2] - The first version of Rubin completed tape out at the end of June, but NVIDIA is currently undergoing redesign, with the next tape out expected by the end of September or October [2] Group 2 - Nomad Semi analyst Moore Morris indicates that Rubin will replace NVIDIA's current Blackwell series, with projected shipments of 750,000 units in Q1 2025, increasing to 1.2 million in Q2, and further rising to 1.5 million and 1.6 million in Q3 and Q4 respectively [3] - Despite the anticipated growth of AMD and Broadcom in TSMC's CoWoS advanced packaging capacity, NVIDIA is expected to maintain a dominant market share of 51.4% in 2025, with AMD and Broadcom at 16.2% and 7.7% respectively [3] - By 2026, market share estimates suggest a slight decline for NVIDIA to 50.1%, while Broadcom and AMD's shares are projected to rise to 17.4% and 9.2% respectively [3]