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[Selected Topics] 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

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Overview

TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is projected to double, with NVIDIA as the largest customer (over 60%), shifting to CoWoS-L with Blackwell production. CSP ASICs are also key CoWoS demand drivers, with AWS advancing from Trainium2 to Trainium3 this year. However, DeepSeek's rise and potential GB rack supply issues could impact future CoWoS demand. Overall, recent CoWoS adjustments reflect actual needs, but end-customer AI server orders and TSMC's expansion plans remain largely unchanged.

＜Total Pages：7＞

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[Selected Topics] 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

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[Selected Topics] 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

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

[Selected Topics] How DeepSeek Reflects Shifting Dynamics in the Global AI Market

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

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[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

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USD $299

Membership

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