NVIDIA
NVDAVerifiedNVIDIA is a fabless designer of GPUs, SoCs, and APIs for gaming, AI, high-performance computing, professional visualization, supercomputing, data science, mobile, and automotive applications. Originally focused on gaming GPUs, it now dominates the discrete GPU market (92% share as of Q1 2025) and AI GPUs (>80% share in 2025). In the supply chain, it depends on TSMC for advanced node manufacturing, integrates high-bandwidth memory from suppliers like SK Hynix, and deploys proprietary networking (NVLink, InfiniBand) for data center systems. Its CUDA platform enables GPU parallel computing across these domains.
30-Day Price History
Related Bottlenecks
CoWoS Advanced Packaging
TSMC's CoWoS packaging remains the critical bottleneck for high-end AI accelerators. Despite significant capacity expansion through 2024, the shift to next-generation architectures like NVIDIA's Blackwell (utilizing CoWoS-L) and AMD's Instinct MI325X maintains a supply-demand gap. Availability is governed by packaging throughput rather than front-end wafer fabrication.
High Bandwidth Memory
HBM supply concentrated among SK Hynix, Samsung, and Micron. Bottleneck driven by low yields on 12-layer HBM3E and TSMC CoWoS packaging capacity limits. Demand from NVIDIA Blackwell and AMD MI325X continues to outpace expansions into 2025.
Advanced Node Capacity
Leading-edge manufacturing capacity (3nm and the upcoming 2nm) remains highly concentrated. TSMC holds over 90% of the advanced foundry market share. The bottleneck is exacerbated by the simultaneous demand for AI accelerators and mobile SoCs, while 2nm capacity is already being pre-booked for 2025-2026 production.