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

Last Modified

2025-01-07

Update Frequency

Aperiodically

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PDF

Major CoWoS supplier TSMC continues to expand its capacity alongside the ongoing growth in demand for AI chips, such as GPUs and ASICs of CSPs. TSMC came to a total CoWoS capacity of...

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