BlockBeats News, June 30, semiconductor and AI independent research institution SemiAnalysis posted that it expects NVIDIA to see significant growth in the second half of this year. According to the SemiAnalysis Accelerator Model forecast, NVIDIA's data center compute (DC Compute) revenue in the second half of fiscal year 2027 (2H FY2027) will be 20% higher than market consensus expectations.
The Rubin platform, previously delayed due to HBM4-related issues, is now expected to see large-scale volume ramp in the second half of this year as related issues have been resolved and front-end wafer supply capacity has increased.
Unlike some sell-side analysts who tend to set more conservative earnings forecasts to make it easier for companies to "beat expectations," SemiAnalysis's forecasts are based on in-depth research covering the entire supply chain, including but not limited to materials, wafer manufacturing, components, server OEMs, as well as the latest developments from hyperscalers and frontier AI labs. Insights regarding NVIDIA and AI chip companies such as Broadcom, AMD, MediaTek, and Marvell are all integrated into its Accelerator Model and HBM Model.
