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

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2025-03-14

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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＞

Preview cover of the research report “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”

Category: Cloud / Edge Computing , Semiconductors

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