Arthur Hanson
Well-known member
With demand for high end semis, especially in AI/ML, can TSM keep up? Any thoughts, comments or elaborations sought and welcomed.
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Can TSM expand fast enough?
- Thread starter Arthur Hanson
- Start date
FWIW, We're already seeing the market in action helping TSMC here. Nvidia is pausing desktop GPU production and using freed up capacity for AI/ML accelerators.. AMD seems to be backing off CoWoS based RDNA4 GPUs next year which will further free up packaging technology for higher end AI/ML acceleration.With demand for high end semis, especially in AI/ML, can TSM keep up? Any thoughts, comments or elaborations sought and welcomed.
From semi cyclic business history, supply and demand seem not always fit well and the period seems short(<2 years) recently. Now, there would be two types of expansion here-geopolitical and in advanced nodes. It takes time to handle culture inclusion and build fabs in time(it might take more than 2 years if out of Taiwan). Will it fit the first short of supply or meet the second wave? No one knows and the risk management will be critical.