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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 Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Mar. 2025

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

AI Server PackageRelated Reports

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

2025 AI Server Market and Key Supply Chain Dynamics

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

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USD $20,000

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Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Mar. 2025

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

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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 Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Mar. 2025

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

AI Server PackageRelated Reports

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

2025 AI Server Market and Key Supply Chain Dynamics

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Download Report

USD $20,000

Membership

Spotlight Report

DRAM Monthly Datasheet Apr. 2025

NAND Flash Monthly Datasheet Apr. 2025

2Q25 Price Forecast – Better-than-Expected Demand in 1Q25 Helps with Inventory Reduction; Steady Consensus towards Rising 2H25 Prices to Shrink ASP Drop for 2Q25

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Mar. 2025

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

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