Research Reports

Research Reports

CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

Last Modified

2025-03-14

Update Frequency

Aperiodically

Format

PDF

Overview

According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...

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CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

Overview

Spotlight Report

DRAM Monthly Datasheet Mar. 2025

NAND Flash Monthly Datasheet Mar. 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

DRAM Contract Price Jan. 2025

DRAM Contract Price Feb. 2025

NAND Flash Contract Price Feb. 2025

AI Server PackageRelated Reports

NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network

NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

Implications and Impact of DeepSeek

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

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Mar. 2025

NAND Flash Monthly Datasheet Mar. 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

DRAM Contract Price Jan. 2025

DRAM Contract Price Feb. 2025

NAND Flash Contract Price Feb. 2025

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