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

[Admin]

TSMC admits that it can only meet 80% demand for CoWoS packaging.

TSMC: Shortage of Nvidia's AI GPUs to Persist for 1.5 Years : Read more

 

[NeoMorpheus]

 

[hotaru251]

leather jacket jensen: "but thats profit im losing out on!"

not really but prolly does go through his head.

 

[derekullo]

Title almost makes it sound like there is a packing peanuts shortage!

...Ohh The Humanity!

 

[edzieba]

Whilst he was talking about the AI market (because that was what the conference session was about) any package that relies on TSMCs advanced packaging would also be affected. That includes Ryzen with 3D vCache (SoIC), chiplet-based Radeon (InFO _oS), Nvidia GPUs with HBM (CoWoS-S), etc. Intel would not be affected (by this particular bottleneck) as they have their own packaging capability.

 

[The Hardcard]

Whilst he was talking about the AI market (because that was what the conference session was about) any package that relies on TSMCs advanced packaging would also be affected. That includes Ryzen with 3D vCache (SoIC), chiplet-based Radeon (InFO _oS), Nvidia GPUs with HBM (CoWoS-S), etc. Intel would not be affected (by this particular bottleneck) as they have their own packaging capability.

A big part of the issue is that packaging capacity had already been fully allocated. Nvidia‘s main problem is trying to get more allocation because of surging market demand. So companies that are not increasing their demand above what they have already allocated won’t be affected as much.

also, some companies will be able to shift needs. AMD definitely needs to increase capacity for their new AI products, but given that they use the same modular designs for multiple products they can shift needs. In fact, I wouldn’t be surprised if that contributed to the cancellation of Navi 41. It appears that that was going to have a similar active interposer design as their MI 300 series.

Whatever the reasons it was cancelled, they can now turn that packaging allocation to the big money AI GPU chips .

 

[PEnns]

Title almost makes it sound like there is a packing peanuts shortage!

...Ohh The Humanity!

I was about to donate my 20 lbs of those to that poor company.....😄

 

[MoxNix]

How convenient for NVidia. Let the price gouging continue!

 

[Matt_ogu812]

Whilst he was talking about the AI market (because that was what the conference session was about) any package that relies on TSMCs advanced packaging would also be affected. That includes Ryzen with 3D vCache (SoIC), chiplet-based Radeon (InFO _oS), Nvidia GPUs with HBM (CoWoS-S), etc. Intel would not be affected (by this particular bottleneck) as they have their own packaging capability.

Merely reading about this will create a shortage.
The Power of Suggestion.

 

[Matt_ogu812]

How convenient for NVidia. Let the price gouging continue!

Anything to justify a price increase so it gets by the convenient excuse of a shortage.

 

[Matt_ogu812]

A big part of the issue is that packaging capacity had already been fully allocated. Nvidia‘s main problem is trying to get more allocation because of surging market demand. So companies that are not increasing their demand above what they have already allocated won’t be affected as much.

also, some companies will be able to shift needs. AMD definitely needs to increase capacity for their new AI products, but given that they use the same modular designs for multiple products they can shift needs. In fact, I wouldn’t be surprised if that contributed to the cancellation of Navi 41. It appears that that was going to have a similar active interposer design as their MI 300 series.

Whatever the reasons it was cancelled, they can now turn that packaging allocation to the big money AI GPU chips .

A big part of the issue is finding a place to store/hide all these 'obscene profits' from the auditors 😎

 

[Matt_ogu812]

Title almost makes it sound like there is a packing peanuts shortage!

...Ohh The Humanity!

Isn't that how you find the 'elephant in the room'......smell where the peanuts are.

 

[edzieba]

A big part of the issue is that packaging capacity had already been fully allocated. Nvidia‘s main problem is trying to get more allocation because of surging market demand. So companies that are not increasing their demand above what they have already allocated won’t be affected as much.

also, some companies will be able to shift needs. AMD definitely needs to increase capacity for their new AI products, but given that they use the same modular designs for multiple products they can shift needs. In fact, I wouldn’t be surprised if that contributed to the cancellation of Navi 41. It appears that that was going to have a similar active interposer design as their MI 300 series.

Whatever the reasons it was cancelled, they can now turn that packaging allocation to the big money AI GPU chips .

Allocations are not necessarily fixed in stone, as we saw during the supply chain disruption during COVID and the resultant shortages of low-margin chips (where packaging costs can be a significant fraction or dominate total part cost over die costs) those who can pay for priority will take fab and packaging time for those who cannot. It becomes a race of who can pay more for production priority, which with demand exceeding supply leads to the price spirals we have seen over the last few years - if you don't up your bids you don't get your product manufactured, so only the products that pay more for manufacture end up getting made at all, so only the products that need higher margins to sustain due to inflated costs make it to sale, so only the only products on sale are the ones with inflated prices.