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📢 Memory costs are starting to bite #NVIDIA’s margins: gross margin is set to fall to 74% this quarter and 71–72% in 4QFY27.

What happened

TrendForce forecasts NVIDIA's gross margins to drop to 74% this quarter and 71-72% in 4QFY27 due to rising memory and component costs, despite the company's development of custom NVHBM.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

HBMMemory

NVIDIA

margin-compressionprice-hike

Source and time

Source: TrendForce Official (Market Data) · 8/26/2026 · View original source

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📢 Memory costs are starting to bite #NVIDIA’s margins: gross margin is set to fall to 74% this quarter and 71–72% in 4QFY27.

What happened

Impact and signal

Affected components and suppliers

Source and time

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