Home GADGETS TSMC: Shortage of Nvidia’s AI GPUs to Persist for 1.5 Years

TSMC: Shortage of Nvidia’s AI GPUs to Persist for 1.5 Years

TSMC: Shortage of Nvidia’s AI GPUs to Persist for 1.5 Years


TSMC: Shortage of Nvidia’s AI GPUs to Persist for 1.5 Years

The chairman of TSMC admitted that the ongoing short supply of compute GPUs for artificial intelligence (AI) and high-performance computing (HPC) applications is caused by constraints of its chip-on-wafer-on-substrate (CoWoS) packaging capacity. This shortage is expected to persist for around 18 months due to rising demand for generative AI applicationsand relatively slow expansion of CoWoS capacity at TSMC.

“It is not the shortage of AI chips, it is the shortage of our CoWoS capacity,” said Mark Liu, the chairman of TSMC, in a conversation with Nikkei at Semicon Taiwan. “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.”

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