1. NVIDIA is projected to generate $210 billion in revenue from selling 60,000 to 70,000 Blackwell GB200 AI servers in 2025. 2. Each server costs between $2 million and $3 million. 3. Morgan Stanley predicts a significant increase in global supply chain orders for AI servers, with NVIDIA further dominating the AI market.
Recent #Revenue Forecast news in the semiconductor industry
➀ ST forecasted a 28% year-on-year decrease in Q1 revenues, with expectations of pausing production at some fabs and assembly plants.
➁ The CEO, Jean-Marc Chery, referred to Q1 as the low point of 2025, with no full-year forecast provided.
➂ The company cited weak automotive and industrial demand as reasons for the downturn.
➀ Arm reported licensing revenue of $339 million and royalty revenue of $514 million. ➁ The company's calendar Q3 revenue was $844 million. ➂ Arm expects annual revenues to be between $3.8 billion and $4.1 billion, with a current quarter forecast of $920 million to $970 million.
➀ AI is cited as a growth driver for the semiconductor industry; ➁ McKinsey study shows 72% of organizations have adopted AI; ➂ Gartner estimates worldwide AI IC revenue to reach $92 billion by 2025.
1. ST reported Q2 net revenues of $3.23 billion with a gross margin of 40.1% and an operating margin of 11.6%. 2. The company's H1 net revenues were $6.70 billion, with a decrease of 21.9% year-over-year. 3. ST expects Q3 revenues of $3.25 billion and has revised its FY24 revenue forecast to a range of $13.2 billion to $13.7 billion.