Nomura Securities: GPU Substrate
Substrate Size Trends for Key GPUs> Overall Trend: The substrate size for key GPUs is growing over successive generations.> Early Generations (Pascal, Volta, Ampere, Hopper): Maintained relatively stable substrate sizes, ranging from approximately 3,000 to just over 3,000 sq. mm.> Blackwell / Blackwell Ultra: Shows a significant increase, rising to approximately 6,000 sq. mm.> Rubin & Rubin Ultra: Jump further to approximately 8,000 sq. mm.> Feynman: Reaches the highest projected size on the chart, with a tentative assumption of an 80x115 mm substrate size, translating to roughly 9,200 sq. mm.
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