Value Chain for Nvidia AI Data Center Chips Detailed
An analysis of Nvidia's AI data center revenue breaks down where the value is captured in the supply chain. Of the total revenue, 73% is retained by Nvidia, 12% goes to memory suppliers like SK Hynix and Samsung, 8% to foundry and packaging partner TSMC, and the remaining 7% to substrate, testing, and component suppliers.
The high price of a single Nvidia H100 GPU, ranging from $25,000 to $40,000, reflects the intricate supply chain and advanced manufacturing required. Fully equipped 8-GPU server systems can cost well over $300,000, underscoring the immense value concentrated in these data center components. TSMC's critical 8% share is largely for its proprietary CoWoS (Chip-on-Wafer
