NVIDIA's new Blackwell AI GPUs drives TSMC to increase CoWoS output by over 150% in 2024

NVIDIA's new Blackwell AI GPUs expected to boost TSMC's CoWoS total capacity by over 150% in 2024, with millions of shipments expected in 2025.

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NVIDIA's new wave of Blackwell AI GPUs will boost demand for TSMC's advanced CoWoS packaging capacity by over 150% in 2024.

NVIDIA's new Blackwell AI GPUs drives TSMC to increase CoWoS output by over 150% in 2024 4009

In a new report from TrendForce, the next-gen Blackwell AI GPU platform that includes the B200 and B100 AI GPUs -- as well as the GB200, which also features NVIDIA's in-house Arm-based Grace CPU -- all use CoWoS packaging from TSMC, and projections suggest millions of shipments of high-end B200 AI GPUs are expected in 2025 making up close to 50% of NVIDIA's high-end GPU market.

NVIDIA will launch its new GB200 and B200 in the second half of 2024, with upstream wafer packaging needing to adopt a much more complex, and high-precision CoWoS-L technology, which will make validation and testing take more time. On top of that, more time is needed to optimize the B-series for AI server systems in things like network communication and cooling performance.

TrendForce says that it's anticipated that NVIDIA GB200 and B100 products "will not see significant production volumes" until Q4 2024, or Q1 2025. NVIDIA's upcoming Blackwell-based GB200, B100, and B200 chips will boost demand for CoWoS capacity, which will see TSMC increase its total CoWoS capacity for 2024.

The monthly capacity of CoWoS from TSMC is expected to reach 40,000 by the end of the year, a huge 150% year-over-year increase. In 2025, it's expected that the total CoWoS capacity could nearly double, where NVIDIA's demand for AI chips expected to make up more than half of TSMC's total CoWoS capacity.

NEWS SOURCE:trendforce.com

Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.

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