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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2025-01-15

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TrendForce indicates that NVIDIA will increase shipments of Blackwell GPUs featuring CoWoS-L in 2025, while US trade restrictions may reduce demand for CoWoS-S. NVIDIA's adjusted CoWoS order allocation strategy will shift 60% of demand from CoWoS-S to CoWoS-L, despite tight CoWoS-L capacity. Potential delays in GB Rack shipments and US export controls on AI chips could lead to NVIDIA revising its CoWoS demand downward.

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Sector: Wafer Fabrication / Foundry IC Testing & Packaging Semiconductors

Tag: CoWoS NVIDIA Blackwell AI Chip Competitive Landscape Export Controls Geopolitical Risk Production Capacity Shipments Supply Chain Trade War TSMC NVIDIA

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