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So presumably they're building their own data centers to use these chips, but odd that the article doesn't actually say so. Are any of the western AI/matmul ch
by HarHarVeryFunny 2y ago
So presumably they're building their own data centers to use these chips, but odd that the article doesn't actually say so.
Are any of the western AI/matmul chips NOT being fabbed by TSMC? Amazon or Meta's perhaps? We've got NVIDIA, AMD, Google (TPU - also designed by Broadcom), and now OpenAI all using them. Are Samsung not competitive?
I wonder to what extent total chip/chipset volume is limited by TSMC capacity as opposed to memory or packaging?
- wmf 2y agoSamsung is not competitive so everything good has to be made by TSMC now. It has been reported that packaging and HBM are the bottlenecks for AI chips although TSMC is also running at high utilization.
- YetAnotherNick 2y agoSamsung is ~2-3 years behind, which is not as bad as HN claims it to be. But if you can sell the chips at 80% profit, you would want the best.