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Note that the shortage now is different than the past few years: it is not in fabricating any of the primary chips, it is entirely attributed to insufficient ca
by jrk 3y ago
Note that the shortage now is different than the past few years: it is not in fabricating any of the primary chips, it is entirely attributed to insufficient capacity in TSMC’s CoWoS packaging. This is only used for the highest-end accelerator products that use HBM (and a few other things that use full silicon interposers like Apple’s M-Ultras), they are scaling capacity, and there are increasing numbers of alternatives from other packaging vendors that chip designers could use if they had known TSMC’s packaging would be a bottleneck. Demand spiked a lot all of a sudden, and it just takes time to build factories – there are no obvious constraints.
- deleted 3y ago[deleted]
- tiahura 3y ago[flagged]
- slaw 3y agoFrom 10 to 30 years. They need to clone ASML.
- swamp40 3y agoVery doubtful. They are already at 7nm. I'll bet 3 years. Using mostly stolen IP, because they aren't allowed to buy it.
- dkersten 3y ago> They are already at 7nm. Given that the nanometer rating is purely marketing/branding and doesn’t translate to actual sizes of anything nor translate between manufacturers, this really doesn’t mean anything.
- helf 3y ago[dead]
- slaw 3y agoChinese 7nm is on regular ultra violet 193nm lithography, anything lower needs ASML or clone and it's 13.5nm lithography. ASML and it's suppliers were working on 13.5nm lithography for 20 years.
- dangerwill 3y ago"ChiComs", seriously? This isn't infowars
- uaeu321321 3y agoWhat's ChiComs?
- Vecr 3y agoChinese Communists, i.e. "Red Chinese". The people in control of the mainland after the nationalists got kicked out to Taiwan.
- foobiekr 3y agoExactly. This is a different stage of the pipeline. I can't wait for copackaged optics, which will have a very similar manufacturing pipeline issue, to turn the NPU manufacturing pipelines into hell, that's surely coming and will stall performance networking for a solid year or two if CPO takes off.