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[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Last Modified

2024-09-11

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Overview

TrendForce forecasts that the AI server liquid cooling market will experience rapid growth, driven by the launch of NVIDIA's Blackwell platform and ASIC upgrades, with penetration rate projected to reach 20-30% by 2025. Blackwell's high performance and power consumption will accelerate the adoption of liquid cooling solutions, prompting ODMs, power supply, and cooling solution providers to actively expand into the liquid cooling market. Additionally, the rising global awareness of ESG and CSPs' investments in AI servers will further promote liquid cooling technology. Due to trade conflicts, cooling suppliers are accelerating expansion in Southeast Asia to seize growth opportunities in the AI accelerator and liquid cooling markets.

＜Total Pages：7＞

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[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Overview

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[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

Selected TopicsRelated Reports

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

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

[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

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

[Selected Topics] 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

[Selected Topics] Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

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USD $300

Membership

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[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

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Research Reports

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[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Overview

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[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

Selected TopicsRelated Reports

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

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

[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

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

[Selected Topics] 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

[Selected Topics] Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Download Report

USD $300

Membership

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[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

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