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NVIDIA's AI GPU Shortage Could Last Till 2025 Due To Supply Constraints, Says TSMC (wccftech.com)

submitted 2 years ago by geosoco@kbin.social to c/tech@kbin.social

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TSMC has acknowledged the immense demand from the AI sector, claiming that the shortage of NVIDIA AI GPUs could last up to 1.5 years.

Speaking at Semicon Taiwan, TSMC's chairman Mark Liu admitted that the business has seen a huge boost in orders from NVIDIA and partners, primarily due to the rise of GenAI development, which requires huge computing capabilities. TSMC reiterated that the bottleneck persists in CoWoS packaging, and the company didn't expect such a huge rise in orders going into 2023.

It is not the shortage of AI chips, it is the shortage of our CoWoS capacity. Currently, we cannot fulfill 100% of our customers' needs, but we try to support about 80%. We think this is a temporary phenomenon. After our expansion of [advanced chip packaging capacity], it should be alleviated in one and a half years
-Mark Liu via Nikkei Asia

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