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[Selected Topics] 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
Last Modified
2025-01-07
Update Frequency
Aperiodically
Format
Overview
TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs' ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with NVIDIA's Blackwell platform accounting for the largest share and CoWoS-L exceeding 50%. AWS's in-house ASIC demand will also significantly increase. While TSMC's capacity expansion may face challenges, overall market demand for CoWoS remains robust.
＜Total Pages：5＞
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