Updates:
TSMC CoWoS ramup
- Liu noted that it is not due to TSMC’s manufacturing capacity but rather the sudden threefold increase in CoWoS (Chip-on-Wafer-on-Substrate) demand. TSMC will continue to support the demand in the short term but cannot immediately ramp up production. Liu estimated that TSMC’s capacity will catch up with customer demand in about a year and a half, considering the capacity bottleneck as a short-term phenomenon.
Nvidia sold out well into 2024
- Demand for Nvidia’s flagship H100 compute GPU is so high that they are sold out well into 2024, the FT reports. The company intends to increase production of its GH100 processors by at least threefold, the business site claims, citing three individuals familiar with Nvidia’s plans. The projected H100 shipments for 2024 range between 1.5 million and 2 million, marking a significant rise from the anticipated 500,000 units this year.
Broadcom is the second largest AI chip company – stock to watchout for!
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Broadcom is the second largest AI chip company in the world in terms of revenue behind NVIDIA, with multiple billions of dollars of accelerator sales. This is primarily driven by Google’s aggressive TPU ramp as part of its self-described “Code Red” in response to the Microsoft + OpenAI alliance that is challenging Google’s world leadership in AI.
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Meta also makes their in-house AI chips with Broadcom
Intel Foundry
- Intel plans to overtake Samsung and TSMC with its 1.8nm chips by 2025 Samsung is the second-biggest semiconductor chip fabrication company in the world after TSMC
- Intel Foundry Services and Tower Semiconductor Announce New US Foundry Agreement where Intel will provide foundry services and 300mm manufacturing capacity to help Tower serve its customers globally
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