NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

Last Modified

2024-10-03

Update Frequency

Aperiodically

Format

PDF

TrendForce forecasts that NVIDIA will focus on promoting its Blackwell B300 series AI chips in 2025, with increased adoption of CoWoS-L packaging and liquid cooling solutions. The B300 series will replace Blackwell Ultra, with shipments expected to commence between Q2 and Q3 2025, primarily targeting performance-focused CSP customers and driving the development of HBM3e 12hi memory. Furthermore, NVIDIA will continue to promote its NVL72 Rack solution, further accelerating the adoption of liquid cooling in AI servers. Improvements in CoWoS-L production capacity and yield rates will also contribute to its wider adoption in AI chips.

＜Total Pages：7＞

Sector: Memory & Storage Wafer Fabrication / Foundry IC Testing & Packaging Semiconductors

Tag: HBM CoWoS NVIDIA Blackwell Liquid Cooling AI Accelerator AI Server Server GPU Competitive Landscape CSP Production Capacity Supply Chain Technology Roadmap NVIDIA

Spotlight Report

Selected TopicsRelated Reports

AI Server Value Surges on Pricing and Capex Boom

2026/10/08

AI/HBM/Server

PDF

US Data Center Buildout Faces Midterm Risks

2026/10/07

AI/HBM/Server

PDF

2027 NAND: Enterprise SSD Soars, Consumer Stalls

2026/09/16

NAND Flash

PDF

2026 New CPO Battleground: TSMC's COUPE Roadmap Signals Opportunities for FAU Coupling Equipment

2026/09/16

Semiconductors

PDF

The PMIC Market Enters a High-Voltage Specification Race: AI Drives Deployment of IVR and 800VDC

2026/09/14

Green Energy & Storage

PDF

AI Surge Drives NOR Flash Deficit: 2026 Industry Outlook

2026/09/10

NAND Flash

PDF

Download Report

USD

2,000

Membership

Selected Topics
Selected Topics-TF-0005_NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

Popular Keywords

Research Reports

2,000