Research Reports

USD $399

Download Report

Research Reports

[Selected Topics] 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

Update Frequency

Aperiodically

Format

PDF

Overview

TrendForce indicates that NVIDIA will increase shipments of Blackwell GPUs featuring CoWoS-L in 2025, while US trade restrictions may reduce demand for CoWoS-S. NVIDIA's adjusted CoWoS order allocation strategy will shift 60% of demand from CoWoS-S to CoWoS-L, despite tight CoWoS-L capacity. Potential delays in GB Rack shipments and US export controls on AI chips could lead to NVIDIA revising its CoWoS demand downward.

＜Total Pages：6＞

Spotlight Report

Selected TopicsRelated Reports

[Selected Topics] DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

2025/02/17

Semiconductors

PDF

[Selected Topics] CXMT’s Rapid Expansions Impacted by US Export Controls; Challenges Arise for Advanced Processes and Market Deployment

2025/02/14

Semiconductors

PDF

[Selected Topics] As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25

2025/02/13

Semiconductors

PDF

[Selected Topics] DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

2025/02/07

Semiconductors

PDF

[Selected Topics] DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

2025/01/28

Semiconductors

PDF

[Selected Topics] NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

2025/01/17

Semiconductors

PDF

Download Report

Sign in and Download Report

USD $399

Membership

Spotlight Report