Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Says TrendForce

- TrendForce is a company that provides research in various industries including semiconductors, display, LED, energy, consumer electronics, and emerging technologies - NVIDIA is launching the Blackwell platform with B-series GPUs that integrate Grace Arm CPU - TSMC's CoWoS total capacity is expected to increase by over 150% in 2024 due to demand for NVIDIA's products - HBM3e is expected to become dominant in the mainstream market thanks to developments by NVIDIA and AMD - TrendForce predicts significant growth in NVIDIA's high-end GPU shipments from models like GB200 and B100 - NVIDIA and AMD are expected to transition to HBM3e, increase HBM capacity, and evolve to 12Hi configurations in their GPU products Symbols: TrendForce, NVIDIA, TSMC, AMD