NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Last Modified

2025-01-15

Update Frequency

Aperiodically

Format

PDF

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.

＜Total Pages：6＞

Category: Semiconductors

Spotlight Report

Selected TopicsRelated Reports

DeepSeek-V4: China's AI Hardware-Software Co-Design Strategy

2026/05/04

Semiconductors

PDF

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

2026/04/30

AI/HBM/Server

PDF

The 2026 Semiconductor Inflection Point: Scaling from 2nm GAA to the Era of ASIC Sovereignty

2026/04/29

Semiconductors

PDF

Defense Tech Transformation: Software-Defined Systems & Taiwan's Supply Chain Positioning

2026/04/24

Semiconductors

PDF

Crossing AI Memory Wall: Storage Layer Reallocation and HBF Analysis

2026/04/23

Semiconductors

PDF

The CPO Paradigm Shift in the AI Era: Strategic Opportunities for Taiwan’s Ecosystem and the Future of Interconnect Architecture

2026/04/22

Semiconductors

PDF

Download Report

USD

2,000

Membership

Selected Topics New
Selected Topics-TF-0032_NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Popular Keywords

Research Reports

2,000