AI servers are expected to explode to an estimated market value of $150 billion by 2027, and Nvidia currently makes the most sought-after GPUs designed to accelerate.
A hot potato: HPC GPUs designed to accelerate AI training cost a lot of money, but TSMC won’t be able to satisfy the increasingly high customer demand yet. The world’s leading chip manufacturer is still lacking the kind of advanced packaging capability the market is requesting right now.
AI servers are expected to explode to an estimated market value of $150 billion by 2027, and Nvidia currently makes the most sought-after GPUs designed to accelerate algorithmic training for chatbots and generative AI services. TSMC, which is tasked with actually making the GPU-based boards the aforementioned AI servers will employ, won’t have enough manufacturing capacity to satisfy market demand for at least one and a half years.
Speaking with Nikkei, TSMC chairman Mark Liu said that the AI accelerator shortage isn’t caused by a lack of AI chips designed by Nvidia.
