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NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

Last Modified

2024-10-03

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Overview

TrendForce’s observations indicate that NVIDIA is currently the global leader of AI chip supplier, and comprises of almost 90% of the GPU AI server market in 2024...

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NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

Overview

Spotlight Report

DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

DRAM Contract Price Oct. 2024

AI Server PackageRelated Reports

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

AI Server Industry Analysis－4Q24

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

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USD $40,000

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Spotlight Report

DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

DRAM Contract Price Oct. 2024

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NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

Overview

Spotlight Report

DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

DRAM Contract Price Oct. 2024

AI Server PackageRelated Reports

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

AI Server Industry Analysis－4Q24

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Dec. 2024

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

DRAM Contract Price Oct. 2024

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