TSMC: Short Supply of HPC GPUs to Persist for 1.5 Years
The reports about an insufficient supply of compute GPUs used for artificial intelligence (AI) and high-performance computing (HPC) servers became common in recent months as demand for GPUs to power generative AI applications exploded. TSMC admits that the biggest compute GPU supply bottleneck is its chip-on-wafer-on-substrate (CoWoS) packaging capacity, as it is used by virtually […]