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CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

2025/01/07

Cloud / Edge Computing , Semiconductors

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TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs&amp;#039; ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with NVIDIA&amp;#039;s Blackwell platform accounting for the largest share and CoWoS-L exceeding 50%. AWS&amp;#039;s in-house ASIC demand will also significantly increase. While TSMC&amp;#039;s capacity expansion may face challenges, overall market demand for CoWoS remains robust.