NVIDIA has set the record straight regarding supply issues surrounding its AI and compute-oriented high-performance GPUs. But the problem doesn't seem to lie with the number of chips leaving TSMC's manufacturing floors; the issue lies with the multti-step, complex packaging step associated with TSMC's CoWoS technology.
NVIDIA: GPU Supply Issues Involve Packaging, Not Chip Wafers : Read more
NVIDIA: GPU Supply Issues Involve Packaging, Not Chip Wafers : Read more