CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

Last Modified

2025-03-14

Update Frequency

Aperiodically

Format

PDF

TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is projected to double, with NVIDIA as the largest customer (over 60%), shifting to CoWoS-L with Blackwell production. CSP ASICs are also key CoWoS demand drivers, with AWS advancing from Trainium2 to Trainium3 this year. However, DeepSeek's rise and potential GB rack supply issues could impact future CoWoS demand. Overall, recent CoWoS adjustments reflect actual needs, but end-customer AI server orders and TSMC's expansion plans remain largely unchanged.

＜Total Pages：7＞

Category: Semiconductors , Cloud / Edge Computing

Spotlight Report

Selected TopicsRelated Reports

Cascading Shortages in Consumer DRAM: How Capacity Pivots Fuel Legacy Node Adoption

2026/06/17

DRAM

PDF

2026 Trends: Memory for New AI Inference Demand

2026/06/12

Semiconductors

PDF

Power Integrity Upgrades in AI Servers: Evolving Roles of Silicon Capacitors and MLCCs

2026/06/11

Semiconductors

PDF

AI Servers Absorbing LPDRAM Capacity, Signaling Tight Supply as the New Norm

2026/06/05

DRAM

PDF

Mature Memory Structural Shortage: Price Plateau Era Arrives - 2H26

2026/06/02

NAND Flash

PDF

ASIC Design and Service Competition Shifts from Chip Scale to Rack/POD Level

2026/05/28

Semiconductors

PDF

Download Report

USD

2,000

Membership

Selected Topics New
Selected Topics-TF-0055_CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

Popular Keywords

Research Reports

2,000