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SemiAnalysis: Bullish on NVIDIA's performance in the second half of the year, Rubin volume driving data center business growth

MarsBitNews
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Mars Financial News, June 30 – Semiconductor and AI independent research firm SemiAnalysis stated in a report that Nvidia is expected to see significant growth in the second half of this year. According to the SemiAnalysis Accelerator Model's forecast, Nvidia's Data Center Compute (DC Compute) business revenue for the second half of fiscal year 2027 (2H FY2027) will be 20% higher than the market consensus. The previously delayed Rubin platform, due to HBM4-related issues, is now expected to see a large-scale ramp-up in the second half of this year, as the related issues have been resolved and front-end wafer supply capacity has improved. Unlike some sell-side analysts who tend to set more conservative earnings forecasts that make it easier for the company 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, and the latest developments from hyperscalers and cutting-edge AI labs. Insights on Nvidia, as well as AI chip companies such as Broadcom, AMD, MediaTek, and Marvell, are all integrated into its Accelerator Model and HBM Model.
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