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

Last Modified

2025-01-15

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Overview

According to the latest research by global market intelligence firm TrendForce, shipments of chips under NVIDIA’s new Blackwell platform, which is set to launch in 2025...

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

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

Foundry DiamondRelated Reports

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

4Q24 Foundry Diamond Datasheet

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Download Report

USD $70,000

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

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

Foundry DiamondRelated Reports

Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

4Q24 Foundry Diamond Datasheet

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

US Is Reportedly Tightening Standards for Reviewing the Use of Advanced AI Chip Manufacturing Technologies by Chinese Chip Customers, Thus Potentially Impacting Sales Performances of TSMC’s Advanced Nodes

Download Report

USD $70,000

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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