Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Says TrendForce
The inclusion of the GB200, B100, and B200 in NVIDIA’s B-series will boost demand for CoWoS capacity, leading TSMC to raise its total CoWoS capacity needs for 2024.
- The inclusion of the GB200, B100, and B200 in NVIDIA’s B-series will boost demand for CoWoS capacity, leading TSMC to raise its total CoWoS capacity needs for 2024.
- The estimated monthly capacity by the end of the year is expected to reach nearly 40K—a staggering 150% year-over-year increase.
- By 2025, the planned total capacity could nearly double, with NVIDIA's demand expected to make up more than half of this capacity.
- Secondly, there will be a continued expansion in HBM capacity to boost the overall computational efficiency and system bandwidth of AI servers.