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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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Aperiodically

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PDF

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 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

DRAM Contract Price Jan. 2025

Foundry DiamondRelated Reports

1Q25 Foundry Diamond Datasheet

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

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

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

Download Report

USD $70,000

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

DRAM Contract Price Jan. 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 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

DRAM Contract Price Jan. 2025

Foundry DiamondRelated Reports

1Q25 Foundry Diamond Datasheet

TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

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

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

Download Report

USD $70,000

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

DRAM Contract Price Jan. 2025

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