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• #62793 S_x96x_S addikt

  Új Válasz 2023-09-08 13:45:53 #62793

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  "AMD will sacrifice next Radeon gaming GPUs (RX8000) output at TSMC in order to pump up FPGA and GPGPU production."
  https://twitter.com/BitsAndChipsEng/status/1700089047656395084

  TSMC:
  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 everyone in the AI and HPC business. The company is expanding CoWoS capacity but believes that its shortage will persist for 1.5 years
  "It is not the shortage of AI chips," said Mark Liu, the chairman of TSMC, in a conversation with Nikkei. "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."
  https://www.anandtech.com/show/20045/tsmc-short-supply-of-compute-gpus-to-persist-for-15-years

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