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Kuo Ming-chi Predicts NVIDIA's Updated Blackwell Architecture to Cause a Sharp Decline in CoWoS-S Demand
2025-01-15
On January 15, renowned analyst Kuo Ming-chi disclosed that NVIDIA has realigned its product portfolio based on the latest Blackwell architecture roadmap. Specifically, the 200 series features a dual-chip design utilizing CoWoS-L technology, whereas the 300 series encompasses both dual-chip (CoWoS-L) and single-chip (CoWoS-S) configurations. This revised roadmap has fueled speculation that NVIDIA intends to scale back its CoWoS-S production capacity, signaling a notable reduction in the company's demand for CoWoS-S technology for at least the coming year.
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