Core Insights - Nvidia is planning to release a new GPU based on the Blackwell architecture as a response to the ban on the H20, which is based on the Hopper architecture [2][4] - Jefferies' analysis suggests that the US may impose a memory bandwidth limit of 1.7-1.8TB/s on GPUs, which could lead Nvidia to switch from HBM to GDDR6 for the downgraded H20 [3] - A report from Guangfa Overseas predicts that the new GPU, potentially named 6000D or B40, will be launched in early July and will feature GDDR7 with a bandwidth of approximately 1.7TB/s, significantly lower than H20's 4TB/s [3][4] Market Analysis - The expected shipment volume for the new GPU is projected to reach around 1 million units by the end of 2025, supported by NVLink and CUDA technologies [3] - Previous estimates for Huawei's Ascend series shipments in 2025 ranged from 700,000 to 850,000 units, with IDC reporting 640,000 units for 2024, indicating a strong growth trajectory [3] Product Development - The rapid development and anticipated release of the Blackwell-based GPU within a few months of the H20 ban highlight Nvidia's agile design capabilities and collaboration with TSMC [4]